Wealthspire Advisors (New York)’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 | $3.74M | Buy |
8,077
+468
| +6% | +$227K | 0.03% | 191 |
|
|
2025
Q4 | $3.66M | Sell |
7,609
-232
| -3% | -$110K | 0.03% | 194 |
|
|
2025
Q3 | $3.64M | Buy |
7,841
+379
| +5% | +$171K | 0.02% | 196 |
|
|
2025
Q2 | $3.29M | Sell |
7,462
-33
| -0.4% | -$13.7K | 0.02% | 207 |
|
|
2025
Q1 | $3.15M | Buy |
7,495
+13
| +0.2% | +$5.62K | 0.02% | 203 |
|
|
2024
Q4 | $3.18M | Buy |
7,482
+609
| +9% | +$264K | 0.03% | 187 |
|
|
2024
Q3 | $2.91M | Buy |
6,873
+89
| +1% | +$36.2K | 0.03% | 192 |
|
|
2024
Q2 | $2.65M | Sell |
6,784
-149
| -2% | -$57.8K | 0.03% | 166 |
|
|
2024
Q1 | $2.76M | Buy |
6,933
+530
| +8% | +$204K | 0.04% | 158 |
|
|
2023
Q4 | $2.41M | Sell |
6,403
-237
| -4% | -$82.8K | 0.03% | 169 |
|
|
2023
Q3 | $2.22M | Buy |
6,640
+121
| +2% | +$42K | 0.04% | 157 |
|
|
2023
Q2 | $2.24M | Buy |
6,519
+52
| +0.8% | +$17.5K | 0.04% | 142 |
|
|
2023
Q1 | $2.15M | Buy |
6,467
+41
| +0.6% | +$13.6K | 0.04% | 143 |
|
|
2022
Q4 | $2.13M | Buy |
6,426
+23
| +0.4% | +$7.48K | 0.04% | 147 |
|
|
2022
Q3 | $1.84M | Sell |
6,403
-42
| -0.7% | -$13.4K | 0.04% | 153 |
|
|
2022
Q2 | $1.98M | Buy |
6,445
+25
| +0.4% | +$8.18K | 0.04% | 150 |
|
|
2022
Q1 | $2.23M | Buy |
6,420
+99
| +2% | +$34.3K | 0.05% | 115 |
|
|
2021
Q4 | $2.3M | Buy |
6,321
+470
| +8% | +$167K | 0.05% | 134 |
|
|
2021
Q3 | $1.98M | Buy |
5,851
+305
| +5% | +$107K | 0.04% | 167 |
|
|
2021
Q2 | $1.91M | Sell |
5,546
-1,594
| -22% | -$544K | 0.05% | 115 |
|
|
2021
Q1 | $2.36M | Buy |
7,140
+78
| +1% | +$24.6K | 0.06% | 159 |
|
|
2020
Q4 | $2.16M | Sell |
7,062
-1,336
| -16% | -$389K | 0.06% | 129 |
|
|
2020
Q3 | $2.33M | Buy |
8,398
+1,584
| +23% | +$433K | 0.14% | 70 |
|
|
2020
Q2 | $1.76M | Sell |
6,814
-62
| -0.9% | -$15.2K | 0.12% | 73 |
|
|
2020
Q1 | $1.51M | Buy |
6,876
+124
| +2% | +$32.9K | 0.06% | 150 |
|
|
2019
Q4 | $1.93M | Buy |
6,752
+2,983
| +79% | +$822K | 0.14% | 44 |
|
|
2019
Q3 | $1.01M | Buy |
3,769
+11
| +0.3% | +$2.94K | 0.08% | 47 |
|
|
2019
Q2 | $999K | Buy |
3,758
+11
| +0.3% | +$2.87K | 0.09% | 31 |
|
|
2019
Q1 | $971K | Buy |
3,747
+435
| +13% | +$109K | 0.09% | 27 |
|
|
2018
Q4 | $772K | Buy |
+3,312
| New | +$826K | 0.07% | 31 |
|
Other funds holding DIA
