Aptus Capital Advisors’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 | $1.06M | Buy |
2,410
+2
| +0.1% | +$881 | 0.01% | 517 |
|
|
2025
Q1 | $1.01M | Sell |
2,408
-97
| -4% | -$40.7K | 0.01% | 502 |
|
|
2024
Q4 | $1.07M | Buy |
2,505
+252
| +11% | +$108K | 0.01% | 482 |
|
|
2024
Q3 | $953K | Sell |
2,253
-36
| -2% | -$15.2K | 0.01% | 424 |
|
|
2024
Q2 | $895K | Sell |
2,289
-287
| -11% | -$112K | 0.02% | 407 |
|
|
2024
Q1 | $1.02M | Buy |
2,576
+1,750
| +212% | +$696K | 0.02% | 386 |
|
|
2023
Q4 | $311K | Buy |
826
+123
| +17% | +$46.4K | 0.01% | 462 |
|
|
2023
Q3 | $235K | Buy |
703
+100
| +17% | +$33.5K | 0.01% | 522 |
|
|
2023
Q2 | $207K | Buy |
+603
| New | +$207K | 0.01% | 465 |
|
|
2020
Q4 | – | Sell |
-8,980
| Closed | -$2.49M | – | 457 |
|
|
2020
Q3 | $2.49M | Sell |
8,980
-300
| -3% | -$83.3K | 0.13% | 80 |
|
|
2020
Q2 | $2.39M | Buy |
9,280
+260
| +3% | +$67K | 0.15% | 80 |
|
|
2020
Q1 | $1.98M | Buy |
9,020
+4,673
| +107% | +$1.02M | 0.17% | 90 |
|
|
2019
Q4 | $1.24M | Sell |
4,347
-452
| -9% | -$129K | 0.09% | 116 |
|
|
2019
Q3 | $1.29M | Sell |
4,799
-201
| -4% | -$54.1K | 0.07% | 124 |
|
|
2019
Q2 | $1.33M | Buy |
+5,000
| New | +$1.33M | 0.19% | 108 |
|