Cerity Partners’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42M | Sell |
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|
2025
Q2 | $40.3M | Buy |
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|
2025
Q1 | $34.2M | Buy |
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|
2024
Q4 | $34.4M | Buy |
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|
2024
Q3 | $29.5M | Buy |
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|
2024
Q2 | $25.9M | Buy |
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|
2024
Q1 | $24.9M | Sell |
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|
2023
Q4 | $24.3M | Buy |
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|
2023
Q3 | $8.9M | Sell |
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|
2023
Q2 | $18.3M | Buy |
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|
2023
Q1 | $52.1M | Buy |
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|
2022
Q4 | $15M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $7.49M | Buy |
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|
2021
Q4 | $4.73M | Buy |
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|
2021
Q3 | $2.38M | Sell |
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|
2021
Q2 | $5.65M | Buy |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $2.58M | Buy |
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|
2020
Q3 | $579K | Sell |
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|
2020
Q2 | $711K | Sell |
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|
2020
Q1 | $614K | Sell |
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|
2019
Q4 | $1.77M | Sell |
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|
2019
Q3 | $1.7M | Sell |
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|
2019
Q2 | $2.27M | Buy |
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|
2019
Q1 | $275K | Sell |
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|
2018
Q4 | $272K | Buy |
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|
2018
Q3 | $307K | Buy |
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|
2018
Q2 | $276K | Sell |
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|
2018
Q1 | $315K | Buy |
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