M Holdings Securities, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$377.31 - $399.95 $213,557 - $226,371	566 New	566 $221,000
Q2 2021 Aug 19, 2021	SELL	$331.45 - $347.9 $288,030 - $302,325	-869 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$299.81 - $331.66 $260,534 - $288,212	869 New	869 $287,000
Q1 2019 May 17, 2019	SELL	$226.72 - $260.89 $341,667 - $393,161	-1,507 Closed	0 $0
Q3 2018 Nov 16, 2018	SELL	$241.66 - $267.12 $1.68 Million - $1.86 Million	-6,958 Reduced 82.2%	1,507 $398,000
Q2 2018 Aug 17, 2018	BUY	$236.15 - $253.39 $511,973 - $549,349	2,168 Added 34.43%	8,465 $2.06 Million
Q1 2018 May 18, 2018	BUY	$235.13 - $265.91 $238,892 - $270,164	1,016 Added 19.24%	6,297 $1.52 Million
Q4 2017 Feb 15, 2018	BUY	$225.24 - $248.13 $41,894 - $46,152	186 Added 3.65%	5,281 $949,000
Q3 2017 Nov 15, 2017	BUY	$216.53 - $223.9 $405,344 - $419,140	1,872 Added 58.08%	5,095 $1.14 Million
Q2 2017 Aug 22, 2017	BUY	N/A	3,223	3,223 $687,000

Others Institutions Holding DIA

# of Institutions

1,337

Shares Held

30.8M

Call Options Held

10.4M

Put Options Held

12.1M

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 M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.