Stelac Advisory Services’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 | $3.87M | Sell |
8,338
-1,171
| -12% | -$567K | 0.78% | 37 |
|
|
2025
Q4 | $4.58M | Sell |
9,509
-596
| -6% | -$282K | 1.62% | 20 |
|
|
2025
Q3 | $4.7M | Buy |
10,105
+46
| +0.5% | +$20.7K | 1.62% | 21 |
|
|
2025
Q2 | $4.44M | Buy |
10,059
+30
| +0.3% | +$12.4K | 1.69% | 19 |
|
|
2025
Q1 | $4.22M | Buy |
10,029
+1,306
| +15% | +$565K | 1.74% | 19 |
|
|
2024
Q4 | $3.72M | Sell |
8,723
-114
| -1% | -$49.3K | 1.45% | 21 |
|
|
2024
Q3 | $3.75M | Buy |
8,837
+224
| +3% | +$91K | 1.52% | 20 |
|
|
2024
Q2 | $3.37M | Buy |
8,613
+197
| +2% | +$76.5K | 1.41% | 22 |
|
|
2024
Q1 | $3.35M | Sell |
8,416
-924
| -10% | -$356K | 1.57% | 19 |
|
|
2023
Q4 | $3.52M | Buy |
9,340
+460
| +5% | +$161K | 1.9% | 17 |
|
|
2023
Q3 | $3M | Buy |
8,880
+770
| +9% | +$267K | 1.64% | 18 |
|
|
2023
Q2 | $2.83M | Sell |
8,110
-1,798
| -18% | -$605K | 1.26% | 20 |
|
|
2023
Q1 | $3.3M | Hold |
9,908
| – | – | 1.43% | 22 |
|
|
2022
Q4 | $3.28M | Buy |
9,908
+4,709
| +91% | +$1.53M | 1.49% | 23 |
|
|
2022
Q3 | $1.49M | Sell |
5,199
-1
| -0% | -$318 | 0.68% | 40 |
|
|
2022
Q2 | $1.6M | Sell |
5,200
-961
| -16% | -$314K | 0.64% | 40 |
|
|
2022
Q1 | $2.14M | Buy |
6,161
+1,875
| +44% | +$650K | 0.77% | 34 |
|
|
2021
Q4 | $1.56M | Buy |
4,286
+1,250
| +41% | +$444K | 0.42% | 43 |
|
|
2021
Q3 | $1.03M | Buy |
3,036
+502
| +20% | +$175K | 0.28% | 56 |
|
|
2021
Q2 | $874K | Buy |
2,534
+1,087
| +75% | +$371K | 0.2% | 89 |
|
|
2021
Q1 | $478K | Sell |
1,447
-205
| -12% | -$64.7K | 0.18% | 96 |
|
|
2020
Q4 | $505K | Buy |
1,652
+1,201
| +266% | +$350K | 0.13% | 110 |
|
|
2020
Q3 | $125K | Hold |
451
| – | – | 0.04% | 159 |
|
|
2020
Q2 | $116K | Buy |
+451
| New | +$111K | 0.05% | 131 |
|
|
2019
Q3 | – | Sell |
-626
| Closed | -$166K | – | 110 |
|
|
2019
Q2 | $166K | Sell |
626
-10,419
| -94% | -$2.72M | 0.13% | 63 |
|
|
2019
Q1 | $2.75M | Buy |
11,045
+1,117
| +11% | +$281K | 1.32% | 16 |
|
|
2018
Q4 | $2.49M | Sell |
9,928
-2,452
| -20% | -$612K | 1.21% | 18 |
|
|
2018
Q3 | $3.27M | Sell |
12,380
-2,419
| -16% | -$619K | 0.96% | 18 |
|
|
2018
Q2 | $3.59M | Buy |
14,799
+2,419
| +20% | +$594K | 0.99% | 18 |
|
|
2018
Q1 | $2.99M | Buy |
12,380
+10,266
| +486% | +$2.58M | 0.9% | 17 |
|
|
2017
Q4 | $523K | Sell |
2,114
-6,439
| -75% | -$1.53M | 0.22% | 27 |
|
|
2017
Q3 | $1.91M | Sell |
8,553
-7,425
| -46% | -$1.62M | 0.58% | 19 |
|
|
2017
Q2 | $3.41M | Hold |
15,978
| – | – | 1.12% | 17 |
|
|
2017
Q1 | $3.3M | Buy |
15,978
+455
| +3% | +$92.8K | 1.03% | 17 |
|
|
2016
Q4 | $3.07M | Sell |
15,523
-979
| -6% | -$185K | 1.01% | 18 |
|
|
2016
Q3 | $3.02M | Sell |
16,502
-1,867
| -10% | -$343K | 0.97% | 18 |
|
|
2016
Q2 | $3.29M | Buy |
18,369
+2,811
| +18% | +$499K | 1.01% | 15 |
|
|
2016
Q1 | $2.75M | Sell |
15,558
-31,041
| -67% | -$5.17M | 0.89% | 17 |
|
|
2015
Q4 | $8.13M | Sell |
46,599
-12,627
| -21% | -$2.21M | 2.55% | 11 |
|
|
2015
Q3 | $9.29M | Sell |
59,226
-17,524
| -23% | -$2.99M | 2.57% | 10 |
|
|
2015
Q2 | $12.8M | Buy |
76,750
+7,570
| +11% | +$1.36M | 3.34% | 10 |
|
|
2015
Q1 | $12.1M | Sell |
69,180
-24,520
| -26% | -$4.36M | 3.31% | 10 |
|
|
2014
Q4 | $16M | Sell |
93,700
-20,463
| -18% | -$3.55M | 4.67% | 7 |
|
|
2014
Q3 | $18.6M | Buy |
114,163
+20,071
| +21% | +$3.4M | 5.76% | 6 |
|
|
2014
Q2 | $14.8M | Sell |
94,092
-6,771
| -7% | -$1.12M | 5.53% | 7 |
|
|
2014
Q1 | $15.6M | Buy |
100,863
+34,937
| +53% | +$5.64M | 5.91% | 6 |
|
|
2013
Q4 | $10.1M | Buy |
65,926
+4,265
| +7% | +$670K | 5.02% | 7 |
|
|
2013
Q3 | $8.97M | Buy |
61,661
+10,561
| +21% | +$1.61M | 4.61% | 9 |
|
|
2013
Q2 | $7.46M | Buy |
+51,100
| New | +$7.63M | 4.5% | 9 |
|
Other funds holding DIA
