Diversify Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$210M Buy
284,244
+283,846
+71,318% +$206M 3.51% 2
2026
Q1
$283K Sell
398
-302,269
-100% -$206M 0.04% 170
2025
Q4
$209M Buy
302,667
+43,069
+17% +$29.1M 6.63% 1
2025
Q3
$177M Buy
259,598
+8,845
+4% +$5.67M 5.95% 2
2025
Q2
$161M Buy
250,753
+44,747
+22% +$25.6M 6.17% 2
2025
Q1
$114M Sell
206,006
-90,598
-31% -$53.3M 7.13% 1
2024
Q4
$172M Buy
296,604
+110,999
+60% +$65.4M 9.5% 1
2024
Q3
$108M Buy
185,605
+25,886
+16% +$14.3M 5.82% 2
2024
Q2
$88.8M Buy
159,719
+33,336
+26% +$17.4M 4.86% 3
2024
Q1
$66M Buy
+126,383
New +$62.9M 3.89% 1

Other funds holding SPY

Diversify Advisory Services's SPY Position: Q2 2026 in Review

Diversify Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 71,318% in Q2 2026, buying an estimated $206M and bringing the position to 284,244 shares worth $210M. The position accounts for 3.51% of the portfolio, ranked #2.

Diversify Advisory Services first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Diversify Advisory Services held 284,244 shares of State Street SPDR S&P 500 ETF Trust worth $210M as of Q2 2026.
  • Diversify Advisory Services bought 283,846 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $206M.
  • State Street SPDR S&P 500 ETF Trust made up 3.51% of Diversify Advisory Services's portfolio in Q2 2026, its #2 holding.
  • Diversify Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
  • 4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.