Sage Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
3,172
-768
-19% -$338K 1% 18
2025
Q1
$1.65M Buy
3,940
+55
+1% +$23.1K 1.16% 15
2024
Q4
$1.65M Buy
3,885
+782
+25% +$333K 1.23% 15
2024
Q3
$1.31M Sell
3,103
-22
-0.7% -$9.31K 1.03% 13
2024
Q2
$1.22M Buy
3,125
+195
+7% +$76.3K 0.99% 15
2024
Q1
$1.17M Buy
2,930
+1,204
+70% +$479K 1.04% 14
2023
Q4
$650K Buy
+1,726
New +$650K 0.65% 16