Diversify Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Diversify Advisory Services's SPY Position: Q1 2026 in Review
Diversify Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 100% in Q1 2026, selling an estimated $206M and leaving 398 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #170.
Diversify Advisory Services first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $209M in Q4 2025. 4,560 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Diversify Advisory Services held 398 shares of State Street SPDR S&P 500 ETF Trust worth $283K as of Q1 2026.
- Diversify Advisory Services sold 302,269 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $206M.
- State Street SPDR S&P 500 ETF Trust made up 0.04% of Diversify Advisory Services's portfolio in Q1 2026, its #170 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 9 quarters since.
- Diversify Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $209M in Q4 2025.
- 4,560 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.