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
$2.22K Buy
+300
New +$218K ﹤0.01% 1253

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. 4,647 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.
  • 4,647 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.