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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.66M | Sell |
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|
2025
Q3 | $3.64M | Buy |
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|
2025
Q2 | $3.29M | Sell |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $3.18M | Buy |
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|
2024
Q3 | $2.91M | Buy |
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|
2024
Q2 | $2.65M | Sell |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $2.22M | Buy |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $2.23M | Buy |
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|
2021
Q4 | $2.3M | Buy |
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|
2021
Q3 | $1.98M | Buy |
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|
2021
Q2 | $1.91M | Sell |
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|
2021
Q1 | $2.36M | Buy |
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|
2020
Q4 | $2.16M | Sell |
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|
2020
Q3 | $2.33M | Buy |
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|
2020
Q2 | $1.76M | Sell |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $999K | Buy |
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|
2019
Q1 | $971K | Buy |
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|
2018
Q4 | $772K | Buy |
|