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Spdr S&p 500 Etf shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $52M 76k 683.34
2025-06-30 $48M 75k 642.69
2025-03-31 $41M 74k 554.32
2024-12-31 $43M 74k 580.49
2024-09-30 $33M 57k 577.99
2024-06-30 $28M 55k 517.38

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
UBS Group
Morgan Stanley
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf