Kingsview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.08M | Buy |
6,654
+2,045
| +44% | +$991K | 0.04% | 414 |
|
|
2025
Q4 | $2.21M | Buy |
4,609
+643
| +16% | +$304K | 0.03% | 460 |
|
|
2025
Q3 | $1.84M | Sell |
3,966
-136
| -3% | -$61.3K | 0.03% | 468 |
|
|
2025
Q2 | $1.81M | Buy |
4,102
+367
| +10% | +$152K | 0.03% | 453 |
|
|
2025
Q1 | $1.57M | Buy |
3,735
+167
| +5% | +$72.2K | 0.03% | 438 |
|
|
2024
Q4 | $1.52M | Buy |
3,568
+318
| +10% | +$138K | 0.03% | 456 |
|
|
2024
Q3 | $1.37M | Buy |
3,250
+452
| +16% | +$184K | 0.03% | 460 |
|
|
2024
Q2 | $1.09M | Sell |
2,798
-69
| -2% | -$26.8K | 0.03% | 489 |
|
|
2024
Q1 | $1.14M | Buy |
2,867
+238
| +9% | +$91.7K | 0.03% | 465 |
|
|
2023
Q4 | $991K | Sell |
2,629
-1,455
| -36% | -$508K | 0.03% | 474 |
|
|
2023
Q3 | $1.37M | Buy |
4,084
+1,175
| +40% | +$408K | 0.05% | 362 |
|
|
2023
Q2 | $1M | Sell |
2,909
-327
| -10% | -$110K | 0.04% | 409 |
|
|
2023
Q1 | $1.08M | Sell |
3,236
-101
| -3% | -$33.6K | 0.05% | 383 |
|
|
2022
Q4 | $1.11M | Sell |
3,337
-1
| -0% | -$325 | 0.05% | 325 |
|
|
2022
Q3 | $959K | Sell |
3,338
-204
| -6% | -$64.9K | 0.05% | 340 |
|
|
2022
Q2 | $1.09M | Sell |
3,542
-2,359
| -40% | -$771K | 0.05% | 341 |
|
|
2022
Q1 | $2.05M | Buy |
5,901
+893
| +18% | +$310K | 0.09% | 236 |
|
|
2021
Q4 | $1.82M | Sell |
5,008
-430
| -8% | -$153K | 0.08% | 264 |
|
|
2021
Q3 | $1.84M | Buy |
5,438
+3,215
| +145% | +$1.12M | 0.09% | 243 |
|
|
2021
Q2 | $770K | Buy |
2,223
+26
| +1% | +$8.88K | 0.04% | 439 |
|
|
2021
Q1 | $728K | Buy |
2,197
+128
| +6% | +$40.4K | 0.04% | 419 |
|
|
2020
Q4 | $633K | Buy |
2,069
+414
| +25% | +$120K | 0.05% | 390 |
|
|
2020
Q3 | $459K | Buy |
1,655
+151
| +10% | +$41.2K | 0.04% | 380 |
|
|
2020
Q2 | $388K | Sell |
1,504
-713
| -32% | -$175K | 0.04% | 386 |
|
|
2020
Q1 | $486K | Sell |
2,217
-5,577
| -72% | -$1.48M | 0.07% | 271 |
|
|
2019
Q4 | $2.22M | Buy |
7,794
+109
| +1% | +$30K | 0.28% | 101 |
|
|
2019
Q3 | $2.07M | Buy |
7,685
+147
| +2% | +$39.2K | 0.33% | 87 |
|
|
2019
Q2 | $2M | Sell |
7,538
-892
| -11% | -$233K | 0.34% | 78 |
|
|
2019
Q1 | $2.18M | Buy |
8,430
+6,927
| +461% | +$1.74M | 0.33% | 82 |
|
|
2018
Q4 | $350K | Buy |
1,503
+44
| +3% | +$11K | 0.08% | 261 |
|
|
2018
Q3 | $386K | Sell |
1,459
-1,683
| -54% | -$431K | 0.08% | 254 |
|
|
2018
Q2 | $763K | Buy |
3,142
+163
| +5% | +$40K | 0.18% | 152 |
|
|
2018
Q1 | $719K | Buy |
2,979
+512
| +21% | +$129K | 0.18% | 152 |
|
|
2017
Q4 | $610K | Buy |
+2,467
| New | +$584K | 0.22% | 145 |
|
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