High Net Worth Advisory Group LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

High Net Worth Advisory Group LLC

$359 Million
Q2 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 1,809 shares of DIA stock, worth $795,453. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,809

Previous 1,258 43.8%

Holding current value

$795,453

Previous $528,000 50.95%

% of portfolio

0.22%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$376.48 - $440.65 $207,440 - $242,798	551 Added 43.8%	1,809 $797,000
Q1 2025 Apr 09, 2025	SELL	$408.78 - $448.82 $47,827 - $52,511	-117 Reduced 8.51%	1,258 $528,000
Q4 2024 Jan 21, 2025	BUY	$417.69 - $450.94 $1,253 - $1,352	3 Added 0.22%	1,375 $585,000
Q3 2024 Oct 11, 2024	BUY	$386.81 - $423.12 $9,670 - $10,578	25 Added 1.86%	1,372 $580,000
Q2 2024 Jul 17, 2024	BUY	$377.31 - $399.95 $7,923 - $8,398	21 Added 1.58%	1,347 $526,000
Q1 2024 Apr 11, 2024	BUY	$372.72 - $397.76 $8,572 - $9,148	23 Added 1.77%	1,326 $527,000
Q4 2023 Jan 08, 2024	SELL	$324.19 - $377.03 $30,473 - $35,440	-94 Reduced 6.73%	1,303 $491,000
Q3 2023 Oct 05, 2023	BUY	$334.95 - $356.2 $334 - $356	1 Added 0.07%	1,397 $467,000
Q2 2023 Jul 07, 2023	SELL	$327.75 - $344.77 $14,748 - $15,514	-45 Reduced 3.12%	1,396 $480,000
Q4 2022 Feb 14, 2023	BUY	$291.96 - $346.06 $29,487 - $34,952	101 Added 7.54%	1,441 $477,000
Q3 2022 Oct 24, 2022	BUY	$287.3 - $341.74 $63,206 - $75,182	220 Added 19.64%	1,340 $385,000
Q2 2022 Aug 10, 2022	BUY	$298.72 - $351.53 $17,027 - $20,037	57 Added 5.36%	1,120 $345,000
Q1 2022 May 13, 2022	BUY	$326.53 - $367.87 $11,755 - $13,243	36 Added 3.51%	1,063 $370,000
Q4 2021 Apr 27, 2022	BUY	$340.01 - $364.84 $349,190 - $374,690	1,027 New	1,027 $373,000

Others Institutions Holding DIA

# of Institutions

1,460

Shares Held

34.7M

Call Options Held

7.68M

Put Options Held

9.67M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Account

High Net Worth Advisory Group LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History