SVB Wealth’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 | $370K | Sell |
840
-1,591
| -65% | -$701K | 0.02% | 334 |
|
|
2025
Q1 | $1.02M | Hold |
2,431
| – | – | 0.04% | 159 |
|
|
2024
Q4 | $1.03M | Buy |
+2,431
| New | +$1.03M | 0.02% | 307 |
|
|
2024
Q3 | – | Sell |
-2,442
| Closed | -$955K | – | 167 |
|
|
2024
Q2 | $955K | Sell |
2,442
-82
| -3% | -$32.1K | 0.02% | 331 |
|
|
2024
Q1 | $1M | Buy |
2,524
+11
| +0.4% | +$4.38K | 0.02% | 348 |
|
|
2023
Q4 | $947K | Sell |
2,513
-563
| -18% | -$212K | 0.02% | 345 |
|
|
2023
Q3 | $1.03M | Buy |
3,076
+575
| +23% | +$193K | 0.02% | 315 |
|
|
2023
Q2 | $860K | Sell |
2,501
-17
| -0.7% | -$5.85K | 0.02% | 363 |
|
|
2023
Q1 | $837K | Buy |
2,518
+1,425
| +130% | +$474K | 0.01% | 417 |
|
|
2022
Q4 | $362K | Buy |
1,093
+17
| +2% | +$5.63K | ﹤0.01% | 664 |
|
|
2022
Q3 | $309K | Buy |
1,076
+178
| +20% | +$51.1K | ﹤0.01% | 682 |
|
|
2022
Q2 | $276K | Hold |
898
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $310K | Buy |
898
+50
| +6% | +$17.3K | ﹤0.01% | 579 |
|
|
2021
Q4 | $307K | Sell |
848
-4
| -0.5% | -$1.45K | 0.01% | 571 |
|
|
2021
Q3 | $288K | Buy |
852
+11
| +1% | +$3.72K | ﹤0.01% | 806 |
|
|
2021
Q2 | $290K | Buy |
841
+14
| +2% | +$4.83K | ﹤0.01% | 770 |
|
|
2021
Q1 | $273K | Hold |
827
| – | – | ﹤0.01% | 726 |
|
|
2020
Q4 | $252K | Hold |
827
| – | – | ﹤0.01% | 678 |
|
|
2020
Q3 | $229K | Sell |
827
-40
| -5% | -$11.1K | ﹤0.01% | 596 |
|
|
2020
Q2 | $223K | Buy |
867
+790
| +1,026% | +$203K | ﹤0.01% | 521 |
|
|
2020
Q1 | $16K | Sell |
77
-790
| -91% | -$164K | ﹤0.01% | 538 |
|
|
2019
Q4 | $247K | Buy |
867
+77
| +10% | +$21.9K | ﹤0.01% | 534 |
|
|
2019
Q3 | $213K | Hold |
790
| – | – | ﹤0.01% | 484 |
|
|
2019
Q2 | $210K | Buy |
+790
| New | +$210K | 0.01% | 494 |
|