Aldebaran Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $311K | Sell |
671
-12
| -2% | -$5.81K | 0.3% | 63 |
|
|
2025
Q4 | $330K | Sell |
683
-10
| -1% | -$4.73K | 0.31% | 62 |
|
|
2025
Q3 | $321K | Sell |
693
-10
| -1% | -$4.51K | 0.32% | 61 |
|
|
2025
Q2 | $310K | Buy |
703
+15
| +2% | +$6.22K | 0.34% | 58 |
|
|
2025
Q1 | $289K | Sell |
688
-2
| -0.3% | -$865 | 0.35% | 61 |
|
|
2024
Q4 | $294K | Sell |
690
-104
| -13% | -$45K | 0.34% | 63 |
|
|
2024
Q3 | $336K | Buy |
794
+22
| +3% | +$8.94K | 0.4% | 50 |
|
|
2024
Q2 | $302K | Buy |
772
+8
| +1% | +$3.11K | 0.4% | 51 |
|
|
2024
Q1 | $304K | Buy |
764
+173
| +29% | +$66.6K | 0.43% | 50 |
|
|
2023
Q4 | $223K | Sell |
591
-15
| -2% | -$5.24K | 0.33% | 60 |
|
|
2023
Q3 | $203K | Buy |
+606
| New | +$210K | 0.32% | 63 |
|
|
2022
Q2 | – | Sell |
-650
| Closed | -$225K | – | 83 |
|
|
2022
Q1 | $225K | Hold |
650
| – | – | 0.17% | 86 |
|
|
2021
Q4 | $236K | Hold |
650
| – | – | 0.17% | 80 |
|
|
2021
Q3 | $220K | Hold |
650
| – | – | 0.18% | 80 |
|
|
2021
Q2 | $225K | Sell |
650
-485
| -43% | -$166K | 0.18% | 82 |
|
|
2021
Q1 | $375K | Buy |
+1,135
| New | +$358K | 0.33% | 59 |
|
|
2020
Q1 | – | Sell |
-750
| Closed | -$214K | – | 87 |
|
|
2019
Q4 | $214K | Sell |
750
-1,801
| -71% | -$496K | 0.16% | 85 |
|
|
2019
Q3 | $677K | Hold |
2,551
| – | – | 0.45% | 68 |
|
|
2019
Q2 | $678K | Hold |
2,551
| – | – | 0.47% | 66 |
|
|
2019
Q1 | $661K | Hold |
2,551
| – | – | 0.46% | 68 |
|
|
2018
Q4 | $595K | Sell |
2,551
-100
| -4% | -$25K | 0.45% | 67 |
|
|
2018
Q3 | $701K | Sell |
2,651
-50
| -2% | -$12.8K | 0.45% | 66 |
|
|
2018
Q2 | $656K | Sell |
2,701
-50
| -2% | -$12.3K | 0.45% | 66 |
|
|
2018
Q1 | $664K | Buy |
2,751
+300
| +12% | +$75.4K | 0.45% | 66 |
|
|
2017
Q4 | $606K | Sell |
2,451
-585
| -19% | -$139K | 0.4% | 65 |
|
|
2017
Q3 | $680K | Sell |
3,036
-100
| -3% | -$21.9K | 0.47% | 63 |
|
|
2017
Q2 | $669K | Hold |
3,136
| – | – | 0.49% | 61 |
|
|
2017
Q1 | $647K | Hold |
3,136
| – | – | 0.49% | 61 |
|
|
2016
Q4 | $619K | Buy |
3,136
+585
| +23% | +$110K | 0.49% | 68 |
|
|
2016
Q3 | $466K | Hold |
2,551
| – | – | 0.37% | 70 |
|
|
2016
Q2 | $462K | Sell |
2,551
-1,100
| -30% | -$195K | 0.37% | 68 |
|
|
2016
Q1 | $645K | Sell |
3,651
-131
| -3% | -$21.8K | 0.56% | 54 |
|
|
2015
Q4 | $648K | Hold |
3,782
| – | – | 0.6% | 52 |
|
|
2015
Q3 | $615K | Sell |
3,782
-12,341
| -77% | -$2.11M | 0.58% | 54 |
|
|
2015
Q2 | $2.83M | Buy |
16,123
+3
| +0% | +$540 | 2.39% | 10 |
|
|
2015
Q1 | $2.86M | Buy |
16,120
+1,586
| +11% | +$282K | 2.46% | 7 |
|
|
2014
Q4 | $2.58M | Sell |
14,534
-2,758
| -16% | -$478K | 2.27% | 9 |
|
|
2014
Q3 | $2.94M | Sell |
17,292
-748
| -4% | -$127K | 2.63% | 4 |
|
|
2014
Q2 | $3.03M | Buy |
18,040
+4,593
| +34% | +$761K | 2.38% | 5 |
|
|
2014
Q1 | $2.21M | Buy |
13,447
+1,570
| +13% | +$254K | 1.93% | 9 |
|
|
2013
Q4 | $1.97M | Buy |
+11,877
| New | +$1.87M | 1.87% | 12 |
|
Other funds holding DIA
