Selective Wealth Management, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Selective Wealth Management, Inc.

$272 Million
Q2 2025

A detailed history of Selective Wealth Management, Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,188 shares of DIA stock, worth $1.02 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,188

Previous 2,187 0.05%

Holding current value

$1.02 Million

Previous $918,000 5.01%

% of portfolio

0.35%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$376.48 - $440.65 $376 - $440	1 Added 0.05%	2,188 $964,000
Q1 2025 Apr 14, 2025	SELL	$408.78 - $448.82 $14,716 - $16,157	-36 Reduced 1.62%	2,187 $918,000
Q4 2024 Jan 15, 2025	BUY	$417.69 - $450.94 $24,226 - $26,154	58 Added 2.68%	2,223 $945,000
Q2 2024 Jul 10, 2024	BUY	$377.31 - $399.95 $377 - $399	1 Added 0.05%	2,165 $846,000
Q1 2024 Apr 11, 2024	BUY	$372.72 - $397.76 $372 - $397	1 Added 0.05%	2,164 $860,000
Q4 2023 Jan 05, 2024	SELL	$324.19 - $377.03 $34,688 - $40,342	-107 Reduced 4.71%	2,163 $815,000
Q3 2023 Oct 10, 2023	BUY	$334.95 - $356.2 $37,514 - $39,894	112 Added 5.19%	2,270 $760,000
Q2 2023 Jul 11, 2023	BUY	$327.75 - $344.77 $36,052 - $37,924	110 Added 5.37%	2,158 $742,000
Q4 2022 Jan 23, 2023	SELL	$291.96 - $346.06 $112,696 - $133,579	-386 Reduced 15.86%	2,048 $0
Q3 2022 Oct 21, 2022	SELL	$287.3 - $341.74 $30,166 - $35,882	-105 Reduced 4.14%	2,434 $699,000
Q2 2022 Jul 28, 2022	BUY	$298.72 - $351.53 $270,341 - $318,134	905 Added 55.39%	2,539 $782,000
Q1 2022 Apr 20, 2022	SELL	$326.53 - $367.87 $46,040 - $51,869	-141 Reduced 7.94%	1,634 $567,000
Q4 2021 Jan 18, 2022	BUY	$340.01 - $364.84 $569,516 - $611,107	1,675 Added 1675.0%	1,775 $645,000
Q3 2021 Oct 27, 2021	BUY	$338.29 - $356.57 $33,829 - $35,657	100 New	100 $34,000

Others Institutions Holding DIA

# of Institutions

1,477

Shares Held

33.6M

Call Options Held

7.39M

Put Options Held

11M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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Selective Wealth Management, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History