Moneta Group Investment 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 | $8.19M | Buy |
17,673
+3,548
| +25% | +$1.72M | 0.06% | 119 |
|
|
2025
Q4 | $6.79M | Buy |
14,125
+1,162
| +9% | +$550K | 0.05% | 136 |
|
|
2025
Q3 | $6.01M | Buy |
12,963
+1,470
| +13% | +$663K | 0.05% | 145 |
|
|
2025
Q2 | $5.06M | Buy |
11,493
+63
| +0.6% | +$26.1K | 0.06% | 136 |
|
|
2025
Q1 | $4.8M | Buy |
11,430
+3
| +0% | +$1.3K | 0.07% | 134 |
|
|
2024
Q4 | $4.86M | Buy |
11,427
+3
| +0% | +$1.3K | 0.07% | 131 |
|
|
2024
Q3 | $4.83M | Sell |
11,424
-42
| -0.4% | -$17.1K | 0.07% | 129 |
|
|
2024
Q2 | $4.48M | Sell |
11,466
-554
| -5% | -$215K | 0.07% | 132 |
|
|
2024
Q1 | $4.78M | Buy |
12,020
+774
| +7% | +$298K | 0.08% | 128 |
|
|
2023
Q4 | $4.24M | Buy |
11,246
+1,401
| +14% | +$490K | 0.08% | 122 |
|
|
2023
Q3 | $3.3M | Sell |
9,845
-40
| -0.4% | -$13.9K | 0.07% | 130 |
|
|
2023
Q2 | $3.4M | Sell |
9,885
-23
| -0.2% | -$7.74K | 0.08% | 129 |
|
|
2023
Q1 | $3.3M | Buy |
9,908
+299
| +3% | +$99.3K | 0.08% | 130 |
|
|
2022
Q4 | $3.27M | Sell |
9,609
-311
| -3% | -$101K | 0.09% | 120 |
|
|
2022
Q3 | $2.85M | Sell |
9,920
-648
| -6% | -$206K | 0.11% | 119 |
|
|
2022
Q2 | $3.25M | Buy |
10,568
+739
| +8% | +$242K | 0.11% | 115 |
|
|
2022
Q1 | $3.41M | Buy |
9,829
+501
| +5% | +$174K | 0.13% | 100 |
|
|
2021
Q4 | $3.39M | Buy |
9,328
+2
| +0% | +$711 | 0.14% | 102 |
|
|
2021
Q3 | $3.15M | Sell |
9,326
-174
| -2% | -$60.8K | 0.15% | 100 |
|
|
2021
Q2 | $3.28M | Sell |
9,500
-22
| -0.2% | -$7.51K | 0.15% | 103 |
|
|
2021
Q1 | $3.14M | Buy |
9,522
+4,604
| +94% | +$1.45M | 0.17% | 97 |
|
|
2020
Q4 | $1.5M | Buy |
4,918
+3,444
| +234% | +$1M | 0.11% | 116 |
|
|
2020
Q3 | $409K | Sell |
1,474
-399
| -21% | -$109K | 0.04% | 189 |
|
|
2020
Q2 | $483K | Sell |
1,873
-61
| -3% | -$15K | 0.05% | 163 |
|
|
2020
Q1 | $424K | Sell |
1,934
-1,086
| -36% | -$288K | 0.04% | 167 |
|
|
2019
Q4 | $861K | Buy |
3,020
+44
| +1% | +$12.1K | 0.07% | 129 |
|
|
2019
Q3 | $801K | Buy |
+2,976
| New | +$794K | 0.07% | 136 |
|
|
2018
Q4 | – | Sell |
-446
| Closed | -$118K | – | 219 |
|
|
2018
Q3 | $118K | Buy |
446
+374
| +519% | +$95.7K | 0.01% | 227 |
|
|
2018
Q2 | $18K | Buy |
+72
| New | +$17.7K | ﹤0.01% | 362 |
|
Other funds holding DIA
