Level Four Advisory Services’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 | $2.43M | Buy |
5,252
+709
| +16% | +$343K | 0.08% | 271 |
|
|
2025
Q4 | $2.18M | Buy |
4,543
+481
| +12% | +$228K | 0.07% | 273 |
|
|
2025
Q3 | $1.88M | Buy |
4,062
+228
| +6% | +$103K | 0.06% | 281 |
|
|
2025
Q2 | $1.69M | Sell |
3,834
-205
| -5% | -$85.1K | 0.06% | 275 |
|
|
2025
Q1 | $1.7M | Buy |
4,039
+64
| +2% | +$27.7K | 0.07% | 266 |
|
|
2024
Q4 | $1.69M | Buy |
3,975
+3
| +0.1% | +$1.3K | 0.07% | 260 |
|
|
2024
Q3 | $1.66M | Sell |
3,972
-280
| -7% | -$114K | 0.07% | 261 |
|
|
2024
Q2 | $1.66M | Sell |
4,252
-3,885
| -48% | -$1.51M | 0.08% | 260 |
|
|
2024
Q1 | $3.07M | Hold |
8,137
| – | – | 0.17% | 146 |
|
|
2023
Q4 | $3.07M | Buy |
8,137
+3,883
| +91% | +$1.36M | 0.17% | 143 |
|
|
2023
Q3 | $1.42M | Sell |
4,254
-2,196
| -34% | -$762K | 0.09% | 234 |
|
|
2023
Q2 | $2.22M | Sell |
6,450
-29
| -0.4% | -$9.76K | 0.13% | 168 |
|
|
2023
Q1 | $2.15M | Sell |
6,479
-722
| -10% | -$240K | 0.14% | 172 |
|
|
2022
Q4 | $2.39M | Buy |
7,201
+4,953
| +220% | +$1.61M | 0.18% | 141 |
|
|
2022
Q3 | $646K | Buy |
2,248
+15
| +0.7% | +$4.77K | 0.06% | 273 |
|
|
2022
Q2 | $687K | Sell |
2,233
-199
| -8% | -$65.1K | 0.06% | 282 |
|
|
2022
Q1 | $843K | Sell |
2,432
-1,123
| -32% | -$390K | 0.07% | 276 |
|
|
2021
Q4 | $1.29M | Buy |
3,555
+863
| +32% | +$307K | 0.1% | 210 |
|
|
2021
Q3 | $911K | Sell |
2,692
-2,221
| -45% | -$776K | 0.09% | 200 |
|
|
2021
Q2 | $1.7M | Buy |
4,913
+42
| +0.9% | +$14.3K | 0.12% | 192 |
|
|
2021
Q1 | $1.61M | Sell |
4,871
-512
| -10% | -$162K | 0.12% | 183 |
|
|
2020
Q4 | $1.65M | Buy |
5,383
+305
| +6% | +$88.8K | 0.13% | 166 |
|
|
2020
Q3 | $1.41M | Sell |
5,078
-451
| -8% | -$123K | 0.11% | 191 |
|
|
2020
Q2 | $1.43M | Buy |
5,529
+1,330
| +32% | +$327K | 0.11% | 194 |
|
|
2020
Q1 | $916K | Sell |
4,199
-2,234
| -35% | -$593K | 0.11% | 211 |
|
|
2019
Q4 | $1.83M | Sell |
6,433
-176
| -3% | -$48.5K | 0.07% | 227 |
|
|
2019
Q3 | $1.78M | Buy |
6,609
+19
| +0.3% | +$5.07K | 0.18% | 128 |
|
|
2019
Q2 | $1.75M | Buy |
6,590
+105
| +2% | +$27.4K | 0.18% | 122 |
|
|
2019
Q1 | $1.68M | Sell |
6,485
-143
| -2% | -$36K | 0.19% | 126 |
|
|
2018
Q4 | $1.55M | Sell |
6,628
-883
| -12% | -$220K | 0.19% | 118 |
|
|
2018
Q3 | $1.99M | Sell |
7,511
-638
| -8% | -$163K | 0.21% | 111 |
|
|
2018
Q2 | $1.98M | Buy |
8,149
+905
| +12% | +$222K | 0.15% | 143 |
|
|
2018
Q1 | $1.75M | Buy |
7,244
+3,220
| +80% | +$809K | 0.14% | 148 |
|
|
2017
Q4 | $995K | Buy |
4,024
+61
| +2% | +$14.4K | 0.08% | 238 |
|
|
2017
Q3 | $887K | Sell |
3,963
-5
| -0.1% | -$1.09K | 0.08% | 240 |
|
|
2017
Q2 | $819K | Hold |
3,968
| – | – | 0.13% | 172 |
|
|
2017
Q1 | $819K | Buy |
3,968
+430
| +12% | +$87.7K | 0.08% | 231 |
|
|
2016
Q4 | $699K | Buy |
+3,538
| New | +$667K | 0.09% | 221 |
|
Other funds holding DIA
