Spire Wealth Management’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 | $2.02M | Sell |
4,577
-3,006
| -40% | -$1.32M | 0.07% | 224 |
|
|
2025
Q1 | $3.18M | Sell |
7,583
-6,353
| -46% | -$2.67M | 0.1% | 180 |
|
|
2024
Q4 | $5.93M | Buy |
13,936
+6,485
| +87% | +$2.76M | 0.18% | 115 |
|
|
2024
Q3 | $3.15M | Buy |
7,451
+257
| +4% | +$109K | 0.11% | 159 |
|
|
2024
Q2 | $2.81M | Sell |
7,194
-111
| -2% | -$43.4K | 0.1% | 184 |
|
|
2024
Q1 | $2.91M | Buy |
7,305
+247
| +3% | +$98.2K | 0.05% | 202 |
|
|
2023
Q4 | $2.67M | Sell |
7,058
-4,847
| -41% | -$1.84M | 0.09% | 198 |
|
|
2023
Q3 | $3.99M | Buy |
11,905
+4,865
| +69% | +$1.63M | 0.15% | 149 |
|
|
2023
Q2 | $2.42M | Sell |
7,040
-14,844
| -68% | -$5.1M | 0.09% | 208 |
|
|
2023
Q1 | $7.28M | Buy |
21,884
+10,942
| +100% | +$3.64M | 0.28% | 76 |
|
|
2022
Q4 | $3.63M | Buy |
10,942
+1,448
| +15% | +$480K | 0.2% | 109 |
|
|
2022
Q3 | $2.73M | Sell |
9,494
-11,704
| -55% | -$3.36M | 0.17% | 119 |
|
|
2022
Q2 | $6.53M | Sell |
21,198
-891
| -4% | -$274K | 0.27% | 96 |
|
|
2022
Q1 | $7.66M | Buy |
22,089
+14,444
| +189% | +$5.01M | 0.21% | 122 |
|
|
2021
Q4 | $2.78M | Buy |
7,645
+604
| +9% | +$219K | 0.06% | 262 |
|
|
2021
Q3 | $2.38M | Sell |
7,041
-489
| -6% | -$165K | 0.06% | 256 |
|
|
2021
Q2 | $2.6M | Buy |
7,530
+667
| +10% | +$230K | 0.07% | 246 |
|
|
2021
Q1 | $1.83M | Buy |
+6,863
| New | +$1.83M | 0.05% | 300 |
|