A detailed history of Campbell Wealth Management transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Campbell Wealth Management holds 163,002 shares of DIA stock, worth $69.9 Million. This represents 6.14% of its overall portfolio holdings.

Number of Shares
163,002
Previous 158,620 2.76%
Holding current value
$69.9 Million
Previous $62 Million 11.17%
% of portfolio
6.14%
Previous 20.07%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$386.81 - $423.12 $1.7 Million - $1.85 Million
4,382 Added 2.76%
163,002 $69 Million
Q2 2024

Aug 07, 2024

BUY
$377.31 - $399.95 $3.12 Million - $3.3 Million
8,260 Added 5.49%
158,620 $62 Million
Q1 2024

May 09, 2024

BUY
$372.72 - $397.76 $25.2 Million - $26.9 Million
67,684 Added 81.87%
150,360 $59.8 Million
Q4 2023

Feb 08, 2024

BUY
$324.19 - $377.03 $521,945 - $607,018
1,610 Added 1.99%
82,676 $31.2 Million
Q3 2023

Nov 13, 2023

SELL
$334.95 - $356.2 $573,099 - $609,458
-1,711 Reduced 2.07%
81,066 $27.2 Million
Q2 2023

Jul 27, 2023

BUY
$327.75 - $344.77 $684,997 - $720,569
2,090 Added 2.59%
82,777 $28.5 Million
Q1 2023

May 08, 2023

BUY
$318.5 - $343.03 $607,698 - $654,501
1,908 Added 2.42%
80,687 $26.8 Million
Q4 2022

Jan 10, 2023

SELL
$291.96 - $346.06 $39,998 - $47,410
-137 Reduced 0.17%
78,779 $26.1 Million
Q3 2022

Oct 11, 2022

BUY
$287.3 - $341.74 $321,201 - $382,065
1,118 Added 1.44%
78,916 $22.7 Million
Q2 2022

Aug 02, 2022

BUY
$298.72 - $351.53 $524,253 - $616,935
1,755 Added 2.31%
77,798 $23.9 Million
Q1 2022

May 18, 2022

BUY
$326.53 - $367.87 $3,265 - $3,678
10 Added 0.01%
76,043 $26.4 Million
Q4 2021

Jan 27, 2022

BUY
$340.01 - $364.84 $1.04 Million - $1.12 Million
3,073 Added 4.21%
76,033 $27.6 Million
Q3 2021

Dec 22, 2022

SELL
$338.29 - $356.57 $2.04 Million - $2.15 Million
-6,016 Reduced 7.62%
72,900 $24.7 Million
Q3 2021

Oct 25, 2021

BUY
$338.29 - $356.57 $616,364 - $649,670
1,822 Added 2.56%
72,960 $24.7 Million
Q2 2021

Jul 21, 2021

BUY
$331.45 - $347.9 $8.5 Million - $8.92 Million
25,650 Added 56.39%
71,138 $24.5 Million
Q1 2021

Apr 30, 2021

BUY
$299.81 - $331.66 $622,705 - $688,857
2,077 Added 4.78%
45,488 $15 Million
Q4 2020

Jan 19, 2021

BUY
$265.06 - $305.79 $364,987 - $421,072
1,377 Added 3.28%
43,411 $13.3 Million
Q3 2020

Nov 02, 2020

BUY
$257.24 - $291.21 $324,379 - $367,215
1,261 Added 3.09%
42,034 $11.7 Million
Q2 2020

Jul 23, 2020

BUY
$209.38 - $276.28 $580,610 - $766,124
2,773 Added 7.3%
40,773 $10.5 Million
Q1 2020

Apr 17, 2020

BUY
$186.13 - $295.72 $436,102 - $692,871
2,343 Added 6.57%
38,000 $8.33 Million
Q4 2019

Jan 15, 2020

BUY
$260.72 - $286.33 $417,673 - $458,700
1,602 Added 4.7%
35,657 $10.2 Million
Q3 2019

Oct 07, 2019

BUY
$255.08 - $273.6 $538,984 - $578,116
2,113 Added 6.62%
34,055 $9.17 Million
Q2 2019

Aug 09, 2019

BUY
$248.22 - $268.08 $572,395 - $618,192
2,306 Added 7.78%
31,942 $8.49 Million
Q1 2019

May 13, 2019

BUY
$226.72 - $260.89 $268,889 - $309,415
1,186 Added 4.17%
29,636 $7.68 Million
Q4 2018

Feb 14, 2019

BUY
$218.1 - $267.95 $6.2 Million - $7.62 Million
28,450 New
28,450 $6.64 Million

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Campbell Wealth Management Portfolio

Follow Campbell Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Campbell Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Campbell Wealth Management with notifications on news.