Meridian 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 | $5.82M | Sell |
12,562
-59
| -0.5% | -$28.6K | 0.21% | 99 |
|
|
2025
Q4 | $6.07M | Sell |
12,621
-1,900
| -13% | -$899K | 0.21% | 91 |
|
|
2025
Q3 | $6.73M | Sell |
14,521
-6,781
| -32% | -$3.06M | 0.26% | 78 |
|
|
2025
Q2 | $9.39M | Sell |
21,302
-553
| -3% | -$229K | 0.4% | 50 |
|
|
2025
Q1 | $9.18M | Sell |
21,855
-69
| -0.3% | -$29.8K | 0.44% | 48 |
|
|
2024
Q4 | $9.33M | Buy |
21,924
+464
| +2% | +$201K | 0.44% | 49 |
|
|
2024
Q3 | $9.08M | Sell |
21,460
-927
| -4% | -$377K | 0.45% | 50 |
|
|
2024
Q2 | $8.76M | Buy |
+22,387
| New | +$8.69M | 1.05% | 20 |
|
|
2024
Q1 | – | Sell |
-32,582
| Closed | -$12.3M | – | 270 |
|
|
2023
Q4 | $12.3M | Buy |
32,582
+162
| +0.5% | +$56.6K | 0.78% | 18 |
|
|
2023
Q3 | $10.9M | Sell |
32,420
-2,873
| -8% | -$996K | 0.67% | 29 |
|
|
2023
Q2 | $12.1M | Sell |
35,293
-1,003
| -3% | -$338K | 1.02% | 11 |
|
|
2023
Q1 | $12.1M | Buy |
36,296
+760
| +2% | +$253K | 1.05% | 11 |
|
|
2022
Q4 | $11.8M | Sell |
35,536
-296
| -0.8% | -$96.2K | 1.15% | 12 |
|
|
2022
Q3 | $10.3M | Sell |
35,832
-642
| -2% | -$204K | 1.11% | 13 |
|
|
2022
Q2 | $11.2M | Sell |
36,474
-106
| -0.3% | -$34.7K | 0.92% | 14 |
|
|
2022
Q1 | $12.7M | Sell |
36,580
-503
| -1% | -$174K | 1.39% | 12 |
|
|
2021
Q4 | $13.5M | Sell |
37,083
-5,098
| -12% | -$1.81M | 1.44% | 12 |
|
|
2021
Q3 | $14.3M | Sell |
42,181
-1,606
| -4% | -$561K | 1.76% | 10 |
|
|
2021
Q2 | $15.1M | Buy |
43,787
+3,111
| +8% | +$1.06M | 1.93% | 10 |
|
|
2021
Q1 | $13.4M | Buy |
40,676
+13,740
| +51% | +$4.34M | 1.95% | 10 |
|
|
2020
Q4 | $8.24M | Buy |
26,936
+20,371
| +310% | +$5.93M | 1.31% | 14 |
|
|
2020
Q3 | $1.82M | Sell |
6,565
-1,704
| -21% | -$465K | 0.45% | 49 |
|
|
2020
Q2 | $2.13M | Sell |
8,269
-6,988
| -46% | -$1.72M | 0.71% | 28 |
|
|
2020
Q1 | $3.34M | Buy |
15,257
+4,336
| +40% | +$1.15M | 1.48% | 12 |
|
|
2019
Q4 | $3.11M | Buy |
10,921
+559
| +5% | +$154K | 1.5% | 14 |
|
|
2019
Q3 | $2.79M | Buy |
10,362
+6,150
| +146% | +$1.64M | 1.31% | 16 |
|
|
2019
Q2 | $11.2K | Buy |
4,212
+9
| +0.2% | +$2.35K | 0.45% | 34 |
|
|
2019
Q1 | $1.09M | Sell |
4,203
-8,481
| -67% | -$2.13M | 0.5% | 40 |
|
|
2018
Q4 | $2.96M | Buy |
12,684
+1,925
| +18% | +$480K | 1.74% | 15 |
|
|
2018
Q3 | $2.85M | Sell |
10,759
-3,650
| -25% | -$934K | 1.22% | 21 |
|
|
2018
Q2 | $3.5M | Sell |
14,409
-2,542
| -15% | -$624K | 1.65% | 18 |
|
|
2018
Q1 | $4.09M | Sell |
16,951
-4,638
| -21% | -$1.17M | 2.04% | 13 |
|
|
2017
Q4 | $4.88M | Buy |
21,589
+9
| +0% | +$2.13K | 3% | 8 |
|
|
2017
Q3 | $4.83M | Sell |
21,580
-6,499
| -23% | -$1.42M | 3.06% | 8 |
|
|
2017
Q2 | $5.99M | Buy |
28,079
+336
| +1% | +$70.5K | 3.79% | 6 |
|
|
2017
Q1 | $5.72M | Buy |
27,743
+8,176
| +42% | +$1.67M | 3.43% | 6 |
|
|
2016
Q4 | $3.87M | Buy |
+19,567
| New | +$3.69M | 3.06% | 10 |
|
Other funds holding DIA
