Marks Group 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 | $710K | Sell |
1,532
-91
| -6% | -$44.1K | 0.07% | 212 |
|
|
2025
Q4 | $780K | Hold |
1,623
| – | – | 0.07% | 207 |
|
|
2025
Q3 | $753K | Hold |
1,623
| – | – | 0.07% | 193 |
|
|
2025
Q2 | $715K | Buy |
1,623
+281
| +21% | +$117K | 0.07% | 200 |
|
|
2025
Q1 | $563K | Hold |
1,342
| – | – | 0.05% | 230 |
|
|
2024
Q4 | $571K | Buy |
1,342
+455
| +51% | +$197K | 0.06% | 206 |
|
|
2024
Q3 | $375K | Hold |
887
| – | – | 0.04% | 241 |
|
|
2024
Q2 | $347K | Hold |
887
| – | – | 0.04% | 245 |
|
|
2024
Q1 | $353K | Sell |
887
-205
| -19% | -$79K | 0.04% | 247 |
|
|
2023
Q4 | $412K | Buy |
1,092
+91
| +9% | +$31.8K | 0.05% | 229 |
|
|
2023
Q3 | $335K | Hold |
1,001
| – | – | 0.04% | 233 |
|
|
2023
Q2 | $344K | Hold |
1,001
| – | – | 0.04% | 237 |
|
|
2023
Q1 | $333K | Hold |
1,001
| – | – | 0.04% | 239 |
|
|
2022
Q4 | $332K | Hold |
1,001
| – | – | 0.05% | 239 |
|
|
2022
Q3 | $288K | Hold |
1,001
| – | – | 0.04% | 239 |
|
|
2022
Q2 | $308K | Hold |
1,001
| – | – | 0.04% | 245 |
|
|
2022
Q1 | $347K | Hold |
1,001
| – | – | 0.04% | 258 |
|
|
2021
Q4 | $364K | Hold |
1,001
| – | – | 0.04% | 258 |
|
|
2021
Q3 | $339K | Buy |
1,001
+32
| +3% | +$11.2K | 0.05% | 235 |
|
|
2021
Q2 | $334K | Sell |
969
-404
| -29% | -$138K | 0.05% | 212 |
|
|
2021
Q1 | $453K | Buy |
1,373
+371
| +37% | +$117K | 0.07% | 182 |
|
|
2020
Q4 | $306K | Hold |
1,002
| – | – | 0.05% | 210 |
|
|
2020
Q3 | $278K | Hold |
1,002
| – | – | 0.05% | 206 |
|
|
2020
Q2 | $258K | Hold |
1,002
| – | – | 0.05% | 206 |
|
|
2020
Q1 | $220K | Sell |
1,002
-158
| -14% | -$42K | 0.06% | 201 |
|
|
2019
Q4 | $331K | Buy |
+1,160
| New | +$320K | 0.07% | 196 |
|
Other funds holding DIA
