Beacon Pointe Advisors’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 | $9.43M | Buy |
20,362
+2,063
| +11% | +$999K | 0.05% | 332 |
|
|
2025
Q4 | $8.79M | Buy |
18,299
+569
| +3% | +$269K | 0.06% | 276 |
|
|
2025
Q3 | $8.22M | Sell |
17,730
-919
| -5% | -$414K | 0.07% | 259 |
|
|
2025
Q2 | $8.22M | Buy |
18,649
+998
| +6% | +$414K | 0.09% | 208 |
|
|
2025
Q1 | $7.41M | Buy |
17,651
+17
| +0.1% | +$7.35K | 0.08% | 215 |
|
|
2024
Q4 | $7.5M | Buy |
17,634
+249
| +1% | +$108K | 0.08% | 204 |
|
|
2024
Q3 | $7.36M | Sell |
17,385
-2,181
| -11% | -$886K | 0.08% | 210 |
|
|
2024
Q2 | $7.65M | Sell |
19,566
-400
| -2% | -$155K | 0.09% | 197 |
|
|
2024
Q1 | $7.94M | Buy |
19,966
+1,120
| +6% | +$431K | 0.09% | 205 |
|
|
2023
Q4 | $7.1M | Buy |
18,846
+8,710
| +86% | +$3.04M | 0.09% | 215 |
|
|
2023
Q3 | $3.4M | Buy |
10,136
+4,381
| +76% | +$1.52M | 0.04% | 348 |
|
|
2023
Q2 | $1.98M | Sell |
5,755
-2,008
| -26% | -$676K | 0.03% | 379 |
|
|
2023
Q1 | $2.58M | Buy |
7,763
+1,083
| +16% | +$360K | 0.04% | 338 |
|
|
2022
Q4 | $2.21M | Buy |
6,680
+347
| +5% | +$113K | 0.04% | 342 |
|
|
2022
Q3 | $1.82M | Buy |
6,333
+46
| +0.7% | +$14.6K | 0.04% | 337 |
|
|
2022
Q2 | $1.93M | Sell |
6,287
-395
| -6% | -$129K | 0.04% | 335 |
|
|
2022
Q1 | $2.32M | Buy |
6,682
+4,717
| +240% | +$1.64M | 0.03% | 416 |
|
|
2021
Q4 | $714K | Sell |
1,965
-3,061
| -61% | -$1.09M | 0.02% | 456 |
|
|
2021
Q3 | $1.7M | Buy |
5,026
+3,011
| +149% | +$1.05M | 0.04% | 304 |
|
|
2021
Q2 | $695K | Buy |
2,015
+50
| +3% | +$17.1K | 0.02% | 405 |
|
|
2021
Q1 | $648K | Hold |
1,965
| – | – | 0.04% | 259 |
|
|
2020
Q4 | $600K | Buy |
1,965
+1
| +0.1% | +$291 | 0.04% | 250 |
|
|
2020
Q3 | $545K | Sell |
1,964
-1
| -0.1% | -$273 | 0.05% | 220 |
|
|
2020
Q2 | $507K | Sell |
1,965
-487
| -20% | -$120K | 0.05% | 228 |
|
|
2020
Q1 | $537K | Buy |
+2,452
| New | +$651K | 0.09% | 171 |
|
Other funds holding DIA
