Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.06M | Buy |
2,483
+118
| +5% | +$51.1K | 0.23% | 87 |
|
|
2024
Q3 | $1M | Sell |
2,365
-4,431
| -65% | -$1.8M | 0.16% | 135 |
|
|
2024
Q2 | $2.7M | Hold |
6,796
| – | – | 0.44% | 58 |
|
|
2024
Q1 | $2.7M | Buy |
6,796
+465
| +7% | +$179K | 0.44% | 58 |
|
|
2023
Q4 | $2.39M | Buy |
6,331
+1,517
| +32% | +$530K | 0.42% | 56 |
|
|
2023
Q3 | $1.61M | Buy |
4,814
+530
| +12% | +$184K | 0.31% | 85 |
|
|
2023
Q2 | $1.47M | Buy |
4,284
+591
| +16% | +$199K | 0.27% | 98 |
|
|
2023
Q1 | $1.23M | Sell |
3,693
-1,180
| -24% | -$392K | 0.38% | 72 |
|
|
2022
Q4 | $1.64M | Buy |
4,873
+452
| +10% | +$147K | 0.52% | 60 |
|
|
2022
Q3 | $1.27M | Buy |
4,421
+373
| +9% | +$119K | 0.5% | 62 |
|
|
2022
Q2 | $1.25M | Sell |
4,048
-335
| -8% | -$110K | 0.72% | 39 |
|
|
2022
Q1 | $1.52M | Buy |
4,383
+164
| +4% | +$56.9K | 0.78% | 30 |
|
|
2021
Q4 | $1.53M | Sell |
4,219
-240
| -5% | -$85.3K | 0.89% | 24 |
|
|
2021
Q3 | $1.51M | Buy |
4,459
+386
| +9% | +$135K | 0.69% | 28 |
|
|
2021
Q2 | $1.41M | Buy |
4,073
+365
| +10% | +$125K | 0.61% | 36 |
|
|
2021
Q1 | $1.22M | Buy |
3,708
+65
| +2% | +$20.5K | 0.52% | 44 |
|
|
2020
Q4 | $1.11M | Buy |
3,643
+153
| +4% | +$44.5K | 0.52% | 47 |
|
|
2020
Q3 | $968K | Buy |
3,490
+61
| +2% | +$16.7K | 0.57% | 46 |
|
|
2020
Q2 | $884K | Sell |
3,429
-505
| -13% | -$124K | 0.56% | 46 |
|
|
2020
Q1 | $862K | Sell |
3,934
-1,859
| -32% | -$494K | 0.63% | 42 |
|
|
2019
Q4 | $1.65M | Sell |
5,793
-489
| -8% | -$135K | 0.79% | 34 |
|
|
2019
Q3 | $1.69M | Sell |
6,282
-41
| -0.6% | -$10.9K | 0.94% | 29 |
|
|
2019
Q2 | $1.68M | Buy |
6,323
+200
| +3% | +$52.2K | 0.98% | 25 |
|
|
2019
Q1 | $1.59M | Buy |
6,123
+58
| +1% | +$14.6K | 0.97% | 27 |
|
|
2018
Q4 | $1.41M | Sell |
6,065
-108
| -2% | -$26.9K | 1.03% | 24 |
|
|
2018
Q3 | $1.63M | Buy |
6,173
+162
| +3% | +$41.5K | 1.07% | 22 |
|
|
2018
Q2 | $1.46M | Hold |
6,011
| – | – | 1.09% | 20 |
|
|
2018
Q1 | $1.45M | Buy |
6,011
+522
| +10% | +$131K | 1.11% | 21 |
|
|
2017
Q4 | $1.36M | Buy |
5,489
+230
| +4% | +$54.5K | 1% | 25 |
|
|
2017
Q3 | $1.18M | Hold |
5,259
| – | – | 0.94% | 25 |
|
|
2017
Q2 | $1.12M | Buy |
5,259
+86
| +2% | +$18K | 0.93% | 28 |
|
|
2017
Q1 | $1.07M | Buy |
5,173
+519
| +11% | +$106K | 0.92% | 30 |
|
|
2016
Q4 | $919K | Buy |
4,654
+3,380
| +265% | +$637K | 0.78% | 34 |
|
|
2016
Q3 | $233K | Sell |
1,274
-76
| -6% | -$14K | 0.2% | 146 |
|
|
2016
Q2 | $241K | Sell |
1,350
-117
| -8% | -$20.8K | 0.14% | 161 |
|
|
2016
Q1 | $259K | Buy |
1,467
+128
| +10% | +$21.3K | 0.17% | 143 |
|
|
2015
Q4 | $233K | Buy |
+1,339
| New | +$234K | 0.13% | 188 |
|
|
2015
Q3 | – | Sell |
-1,277
| Closed | -$224K | – | 230 |
|
|
2015
Q2 | $224K | Buy |
+1,277
| New | +$230K | 0.13% | 202 |
|
Other funds holding DIA
Bison Wealth's DIA Position: Q4 2024 in Review
Bison Wealth increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5% in Q4 2024, buying an estimated $51.1K and bringing the position to 2,483 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #87.
Bison Wealth first reported a position in DIA in Q2 2015 and has held it in 38 quarters since. The position peaked at $2.7M in Q2 2024. 1,295 funds tracked by Wall St. Rank hold DIA as of Q4 2024.
- Bison Wealth held 2,483 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.06M as of Q4 2024.
- Bison Wealth bought 118 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $51.1K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.23% of Bison Wealth's portfolio in Q4 2024, its #87 holding.
- Bison Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2015 and has held it in 38 quarters since.
- Bison Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.7M in Q2 2024.
- 1,295 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.
Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.