DWM
Diversify Wealth Management’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 | $48.2M | Buy |
75,056
+1,154
| +2% | +$742K | 2.98% | 4 |
|
|
2025
Q1 | $41M | Buy |
73,902
+91
| +0.1% | +$50.4K | 3.04% | 3 |
|
|
2024
Q4 | $42.8M | Buy |
73,811
+16,799
| +29% | +$9.75M | 3.34% | 2 |
|
|
2024
Q3 | $33M | Buy |
57,012
+2,307
| +4% | +$1.33M | 3.17% | 2 |
|
|
2024
Q2 | $28.3M | Buy |
+54,705
| New | +$28.3M | 3.52% | 3 |
|