Grimes & Company’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 | $4.1M | Buy |
8,844
+674
| +8% | +$327K | 0.11% | 123 |
|
|
2025
Q4 | $3.93M | Buy |
8,170
+162
| +2% | +$76.6K | 0.09% | 131 |
|
|
2025
Q3 | $3.71M | Buy |
8,008
+308
| +4% | +$139K | 0.09% | 131 |
|
|
2025
Q2 | $3.39M | Buy |
7,700
+61
| +0.8% | +$25.3K | 0.09% | 129 |
|
|
2025
Q1 | $3.21M | Buy |
7,639
+174
| +2% | +$75.3K | 0.1% | 116 |
|
|
2024
Q4 | $3.18M | Buy |
7,465
+122
| +2% | +$52.8K | 0.09% | 120 |
|
|
2024
Q3 | $3.11M | Buy |
7,343
+502
| +7% | +$204K | 0.08% | 117 |
|
|
2024
Q2 | $2.68M | Buy |
6,841
+354
| +5% | +$137K | 0.08% | 122 |
|
|
2024
Q1 | $2.58M | Buy |
6,487
+22
| +0.3% | +$8.47K | 0.08% | 121 |
|
|
2023
Q4 | $2.44M | Buy |
6,465
+1,194
| +23% | +$417K | 0.08% | 125 |
|
|
2023
Q3 | $1.77M | Buy |
5,271
+35
| +0.7% | +$12.1K | 0.07% | 131 |
|
|
2023
Q2 | $1.8M | Sell |
5,236
-109
| -2% | -$36.7K | 0.06% | 126 |
|
|
2023
Q1 | $1.78M | Buy |
5,345
+505
| +10% | +$168K | 0.07% | 119 |
|
|
2022
Q4 | $1.6M | Buy |
4,840
+1,546
| +47% | +$503K | 0.07% | 132 |
|
|
2022
Q3 | $946K | Buy |
3,294
+241
| +8% | +$76.6K | 0.05% | 144 |
|
|
2022
Q2 | $940K | Buy |
3,053
+264
| +9% | +$86.3K | 0.05% | 149 |
|
|
2022
Q1 | $967K | Buy |
2,789
+47
| +2% | +$16.3K | 0.05% | 160 |
|
|
2021
Q4 | $996K | Sell |
2,742
-74
| -3% | -$26.3K | 0.05% | 162 |
|
|
2021
Q3 | $953K | Buy |
2,816
+118
| +4% | +$41.2K | 0.04% | 158 |
|
|
2021
Q2 | $931K | Buy |
2,698
+107
| +4% | +$36.5K | 0.04% | 153 |
|
|
2021
Q1 | $856K | Buy |
2,591
+173
| +7% | +$54.6K | 0.04% | 152 |
|
|
2020
Q4 | $739K | Buy |
2,418
+138
| +6% | +$40.2K | 0.04% | 163 |
|
|
2020
Q3 | $633K | Buy |
2,280
+914
| +67% | +$250K | 0.04% | 161 |
|
|
2020
Q2 | $352K | Sell |
1,366
-1,197
| -47% | -$294K | 0.02% | 194 |
|
|
2020
Q1 | $562K | Buy |
2,563
+1,204
| +89% | +$320K | 0.05% | 149 |
|
|
2019
Q4 | $387K | Buy |
1,359
+3
| +0.2% | +$827 | 0.03% | 198 |
|
|
2019
Q3 | $365K | Buy |
+1,356
| New | +$362K | 0.03% | 192 |
|
Other funds holding DIA
