Clarus Wealth Advisors Spdr Dow Jones Industrial Average ETF Trust Transaction History

Clarus Wealth Advisors

$222 Million
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 09, 2020	SELL	$209.38 - $276.28 $494,136 - $652,020	-2,360 Closed	0 $0
Q1 2020 Apr 08, 2020	BUY	$186.13 - $295.72 $439,266 - $697,899	2,360 New	2,360 $497,000
Q1 2019 Apr 04, 2019	SELL	$226.72 - $260.89 $1,587 - $1,826	-7 Closed	0 $0
Q4 2018 Feb 05, 2019	SELL	$218.1 - $267.95 $1.05 Million - $1.29 Million	-4,817 Reduced 99.85%	7 $2,000
Q4 2018 Jan 08, 2019	BUY	$218.1 - $267.95 $1.05 Million - $1.29 Million	4,824 New	4,824 $1.28 Million
Q4 2018 Jan 07, 2019	SELL	$218.1 - $267.95 $1.06 Million - $1.3 Million	-4,848 Closed	0 $0
Q3 2018 Oct 03, 2018	BUY	$241.66 - $267.12 $670,606 - $741,258	2,775 Added 133.86%	4,848 $1.28 Million
Q1 2018 May 11, 2018	BUY	$235.13 - $265.91 $205,738 - $232,671	875 Added 73.04%	2,073 $500,000
Q4 2017 Feb 05, 2018	BUY	$225.24 - $248.13 $269,837 - $297,259	1,198	1,198 $296,000

Others Institutions Holding DIA

# of Institutions

1,489

Shares Held

33.3M

Call Options Held

7.39M

Put Options Held

11M

Morgan Stanley New York, NY

4.54M
Shares

$2.16 Billion
0.13% of portfolio
Bank Of America Corp Charlotte, NC

2.41M
Shares

$1.14 Billion
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

1.59M
Shares

$756 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$649 Million
0.13% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

1.17M
Shares

$555 Million
0.09% of portfolio

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Clarus Wealth Advisors with notifications on news.