Freedom Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,673
| Closed | -$737K | – | 296 |
|
|
2025
Q2 | $737K | Sell |
1,673
-157
| -9% | -$65.1K | 0.06% | 329 |
|
|
2025
Q1 | $768K | Buy |
1,830
+1,218
| +199% | +$527K | 0.06% | 309 |
|
|
2024
Q4 | $260K | Buy |
612
+23
| +4% | +$9.96K | 0.02% | 646 |
|
|
2024
Q3 | $249K | Buy |
+589
| New | +$239K | 0.02% | 654 |
|
|
2019
Q2 | – | Sell |
-1,992
| Closed | -$516K | – | 697 |
|
|
2019
Q1 | $516K | Buy |
+1,992
| New | +$501K | 0.04% | 375 |
|
|
2018
Q1 | – | Sell |
-6,718
| Closed | -$1.66M | – | 1136 |
|
|
2017
Q4 | $1.66M | Sell |
6,718
-745
| -10% | -$176K | 0.08% | 196 |
|
|
2017
Q3 | $1.67M | Buy |
7,463
+470
| +7% | +$103K | 0.09% | 180 |
|
|
2017
Q2 | $1.49M | Sell |
6,993
-1,747
| -20% | -$367K | 0.08% | 189 |
|
|
2017
Q1 | $1.8M | Buy |
8,740
+88
| +1% | +$17.9K | 0.1% | 138 |
|
|
2016
Q4 | $1.71M | Sell |
8,652
-350
| -4% | -$66K | 0.11% | 125 |
|
|
2016
Q3 | $1.65M | Buy |
9,002
+1,653
| +22% | +$304K | 0.11% | 129 |
|
|
2016
Q2 | $1.32M | Sell |
7,349
-42,159
| -85% | -$7.48M | 0.09% | 154 |
|
|
2016
Q1 | $8.74M | Buy |
49,508
+42,988
| +659% | +$7.16M | 0.63% | 17 |
|
|
2015
Q4 | $1.13M | Sell |
6,520
-3,927
| -38% | -$686K | 0.09% | 196 |
|
|
2015
Q3 | $974K | Buy |
10,447
+3,999
| +62% | +$683K | 0.1% | 170 |
|
|
2015
Q2 | $1.13M | Buy |
6,448
+584
| +10% | +$105K | 0.12% | 135 |
|
|
2015
Q1 | $1.04M | Buy |
5,864
+243
| +4% | +$43.2K | 0.11% | 129 |
|
|
2014
Q4 | $1M | Buy |
5,621
+194
| +4% | +$33.6K | 0.13% | 123 |
|
|
2014
Q3 | $923K | Buy |
5,427
+292
| +6% | +$49.4K | 0.16% | 101 |
|
|
2014
Q2 | $862K | Sell |
5,135
-221
| -4% | -$36.6K | 0.14% | 113 |
|
|
2014
Q1 | $880K | Sell |
5,356
-106
| -2% | -$17.1K | 0.19% | 85 |
|
|
2013
Q4 | $904K | Sell |
5,462
-432
| -7% | -$67.9K | 0.22% | 73 |
|
|
2013
Q3 | $890K | Sell |
5,894
-21
| -0.4% | -$3.21K | 0.25% | 64 |
|
|
2013
Q2 | $879K | Buy |
+5,915
| New | +$884K | 0.3% | 59 |
|
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