Diversify Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Diversify Wealth Management's SPY Position: Q1 2026 in Review
Diversify Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1,233% in Q1 2026, buying an estimated $205M and bringing the position to 325,237 shares worth $231M. The position accounts for 4.13% of the portfolio, ranked #2.
Diversify Wealth Management first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Diversify Wealth Management held 325,237 shares of State Street SPDR S&P 500 ETF Trust worth $231M as of Q1 2026.
- Diversify Wealth Management bought 300,830 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $205M.
- State Street SPDR S&P 500 ETF Trust made up 4.13% of Diversify Wealth Management's portfolio in Q1 2026, its #2 holding.
- Diversify Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 quarters since.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.