DIVERSIFY WEALTH MANAGEMENT, LLC's ownership history for SPY

DIVERSIFY WEALTH MANAGEMENT, LLC currently holds 325.2K shares with a market value of $231.4M. It started holding SPY on 2024-09-30. At its peak, it held 325.2K shares on 2026-03-31. Its highest holding value was $231.4M on 2026-03-31. At its lowest, it held 24.4K shares on 2025-12-31, with a value of $16.9M on 2025-12-31. In the recent 180 days, DIVERSIFY WEALTH MANAGEMENT, LLC has increased its shares by 249.7K. In the recent year, DIVERSIFY WEALTH MANAGEMENT, LLC has increased its shares by 251.3K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $2.1K on 2026-03-31. At its peak, it held 3 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $2.1K on 2026-03-31. At its lowest, it held 3 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $2.1K on 2026-03-31.

It has also owned 3 contracts of puts, with the market value of the underlying securities totaling $2.1K on 2026-03-31. At its peak, it held 3 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $2.1K on 2026-03-31. At its lowest, it held 3 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $2.1K on 2026-03-31.