AE Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.64M | Buy |
19,605
+8,643
| +79% | +$3.81M | 0.06% | 272 |
|
|
2025
Q1 | $4.6M | Sell |
10,962
-17,383
| -61% | -$7.3M | 0.04% | 351 |
|
|
2024
Q4 | $12.1M | Buy |
28,345
+17,098
| +152% | +$7.28M | 0.1% | 215 |
|
|
2024
Q3 | $4.76M | Sell |
11,247
-572
| -5% | -$242K | 0.04% | 345 |
|
|
2024
Q2 | $4.62M | Sell |
11,819
-7,346
| -38% | -$2.87M | 0.05% | 344 |
|
|
2024
Q1 | $7.62M | Sell |
19,165
-154,004
| -89% | -$61.3M | 0.09% | 246 |
|
|
2023
Q4 | $66M | Buy |
173,169
+20,421
| +13% | +$7.78M | 0.34% | 54 |
|
|
2023
Q3 | $51.2M | Sell |
152,748
-13,708
| -8% | -$4.59M | 0.31% | 62 |
|
|
2023
Q2 | $57.2M | Buy |
166,456
+52,397
| +46% | +$18M | 0.34% | 46 |
|
|
2023
Q1 | $37.9M | Sell |
114,059
-20,253
| -15% | -$6.74M | 0.24% | 76 |
|
|
2022
Q4 | $44.5M | Buy |
134,312
+12,486
| +10% | +$4.14M | 0.32% | 59 |
|
|
2022
Q3 | $35M | Sell |
121,826
-16,163
| -12% | -$4.64M | 0.28% | 72 |
|
|
2022
Q2 | $42.5M | Sell |
137,989
-4,941
| -3% | -$1.52M | 0.34% | 60 |
|
|
2022
Q1 | $49.6M | Buy |
142,930
+15,516
| +12% | +$5.38M | 0.34% | 58 |
|
|
2021
Q4 | $46.3M | Sell |
127,414
-16,531
| -11% | -$6.01M | 0.32% | 64 |
|
|
2021
Q3 | $48.7M | Sell |
143,945
-25,972
| -15% | -$8.79M | 0.4% | 52 |
|
|
2021
Q2 | $58.6M | Buy |
169,917
+52,373
| +45% | +$18.1M | 0.51% | 35 |
|
|
2021
Q1 | $38.8M | Buy |
117,544
+31,003
| +36% | +$10.2M | 0.39% | 51 |
|
|
2020
Q4 | $26.5M | Sell |
86,541
-3,174
| -4% | -$971K | 0.3% | 80 |
|
|
2020
Q3 | $24.9M | Buy |
89,715
+42,564
| +90% | +$11.8M | 0.36% | 57 |
|
|
2020
Q2 | $12.2M | Buy |
47,151
+17,467
| +59% | +$4.5M | 0.19% | 121 |
|
|
2020
Q1 | $6.51M | Buy |
29,684
+19,321
| +186% | +$4.24M | 0.15% | 137 |
|
|
2019
Q4 | $2.95M | Buy |
10,363
+1,128
| +12% | +$322K | 0.06% | 266 |
|
|
2019
Q3 | $2.49M | Sell |
9,235
-174
| -2% | -$46.8K | 0.07% | 233 |
|
|
2019
Q2 | $2.5M | Buy |
9,409
+1,087
| +13% | +$289K | 0.08% | 200 |
|
|
2019
Q1 | $2.16M | Sell |
8,322
-3,842
| -32% | -$996K | 0.15% | 134 |
|
|
2018
Q4 | $2.84M | Sell |
12,164
-6,639
| -35% | -$1.55M | 0.49% | 51 |
|
|
2018
Q3 | $4.97M | Buy |
18,803
+12,209
| +185% | +$3.23M | 0.27% | 66 |
|
|
2018
Q2 | $1.6M | Buy |
6,594
+1,207
| +22% | +$293K | 0.11% | 113 |
|
|
2018
Q1 | $1.3M | Sell |
5,387
-3,055
| -36% | -$738K | 0.1% | 129 |
|
|
2017
Q4 | $2.09M | Buy |
8,442
+4,083
| +94% | +$1.01M | 0.18% | 87 |
|
|
2017
Q3 | $976K | Sell |
4,359
-837
| -16% | -$187K | 0.09% | 150 |
|
|
2017
Q2 | $1.11M | Buy |
5,196
+2,048
| +65% | +$437K | 0.13% | 129 |
|
|
2017
Q1 | $650K | Buy |
3,148
+1,420
| +82% | +$293K | 0.12% | 149 |
|
|
2016
Q4 | $341K | Buy |
+1,728
| New | +$341K | 0.14% | 142 |
|