IFG 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 | $5.46M | Sell |
11,785
-311
| -3% | -$151K | 0.89% | 23 |
|
|
2025
Q4 | $5.81M | Sell |
12,096
-212
| -2% | -$100K | 0.97% | 21 |
|
|
2025
Q3 | $5.71M | Sell |
12,308
-364
| -3% | -$164K | 0.93% | 21 |
|
|
2025
Q2 | $5.58M | Buy |
12,672
+40
| +0.3% | +$16.6K | 0.94% | 22 |
|
|
2025
Q1 | $5.3M | Buy |
12,632
+12
| +0.1% | +$5.19K | 1.02% | 21 |
|
|
2024
Q4 | $5.37M | Sell |
12,620
-78
| -0.6% | -$33.8K | 1.07% | 19 |
|
|
2024
Q3 | $5.37M | Buy |
12,698
+44
| +0.3% | +$17.9K | 1.15% | 17 |
|
|
2024
Q2 | $4.95M | Buy |
12,654
+57
| +0.5% | +$22.1K | 1.17% | 17 |
|
|
2024
Q1 | $5.01M | Buy |
12,597
+55
| +0.4% | +$21.2K | 1.3% | 15 |
|
|
2023
Q4 | $4.73M | Sell |
12,542
-6
| -0% | -$2.1K | 1.39% | 15 |
|
|
2023
Q3 | $4.2M | Buy |
12,548
+56
| +0.4% | +$19.4K | 1.49% | 15 |
|
|
2023
Q2 | $4.3M | Buy |
12,492
+65
| +0.5% | +$21.9K | 1.52% | 15 |
|
|
2023
Q1 | $4.13M | Buy |
12,427
+58
| +0.5% | +$19.3K | 1.63% | 15 |
|
|
2022
Q4 | $4.1M | Buy |
12,369
+64
| +0.5% | +$20.8K | 1.79% | 15 |
|
|
2022
Q3 | $3.54M | Buy |
12,305
+57
| +0.5% | +$18.1K | 1.79% | 13 |
|
|
2022
Q2 | $3.77M | Buy |
12,248
+62
| +0.5% | +$20.3K | 1.91% | 13 |
|
|
2022
Q1 | $4.23M | Sell |
12,186
-1,790
| -13% | -$621K | 1.87% | 14 |
|
|
2021
Q4 | $5.08M | Buy |
13,976
+62
| +0.4% | +$22K | 2.15% | 12 |
|
|
2021
Q3 | $4.71M | Buy |
13,914
+52
| +0.4% | +$18.2K | 2.16% | 12 |
|
|
2021
Q2 | $4.78M | Buy |
13,862
+54
| +0.4% | +$18.4K | 2.28% | 12 |
|
|
2021
Q1 | $4.56M | Sell |
13,808
-98
| -0.7% | -$30.9K | 2.49% | 12 |
|
|
2020
Q4 | $4.25M | Buy |
13,906
+68
| +0.5% | +$19.8K | 2.63% | 12 |
|
|
2020
Q3 | $3.84M | Buy |
13,838
+105
| +0.8% | +$28.7K | 2.72% | 12 |
|
|
2020
Q2 | $3.54M | Sell |
13,733
-3,548
| -21% | -$872K | 2.8% | 11 |
|
|
2020
Q1 | $3.79M | Buy |
+17,281
| New | +$4.59M | 3.74% | 7 |
|