DAS
Diversify Advisory Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161M | Buy |
250,753
+44,747
| +22% | +$28.8M | 6.17% | 2 |
|
|
2025
Q1 | $114M | Sell |
206,006
-90,598
| -31% | -$50.2M | 7.13% | 1 |
|
|
2024
Q4 | $172M | Buy |
296,604
+110,999
| +60% | +$64.4M | 9.5% | 1 |
|
|
2024
Q3 | $108M | Buy |
185,605
+25,886
| +16% | +$15.1M | 5.82% | 2 |
|
|
2024
Q2 | $88.8M | Buy |
159,719
+33,336
| +26% | +$18.5M | 4.86% | 3 |
|
|
2024
Q1 | $66M | Buy |
+126,383
| New | +$66M | 3.89% | 1 |
|