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DIVERSIFY WEALTH MANAGEMENT, LLC → SPY
DIVERSIFY WEALTH MANAGEMENT, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
11
Latest value
$2K
Q3 2026
Peak value
$231.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $51.6M |
| Q4 2025 | $16.9M |
| Q1 2026 | $231.4M |
| Q1 2026 | $2K |
| Q1 2026 | $2K |
| Q2 2026 | $210.1M |
| Q2 2026 | $2K |
| Q2 2026 | $2K |
| Q3 2026 | $225.8M |
| Q3 2026 | $2K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 300 | — | — |
| Q3 2026 | $2K | 300 | — | — |
| Q3 2026 | $225.8M | 292.5K | — | — |
| Q2 2026 | $2K | 300 | — | — |
| Q2 2026 | $2K | 300 | — | — |
| Q2 2026 | $210.1M | 284.2K | — | — |
| Q1 2026 | $2K | 300 | — | — |
| Q1 2026 | $2K | 300 | — | — |
| Q1 2026 | $231.4M | 325.2K | — | — |
| Q4 2025 | $16.9M | 24.4K | — | — |
| Q3 2025 | $51.6M | 75.5K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B