Sovereign Financial Group, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Sovereign Financial Group, Inc.

  • $514 Million
  • Q3 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 2,673 shares of DIA stock, worth $1.23 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,673
Previous 2,557 4.54%
Holding current value
$1.23 Million
Previous $1.13 Million 10.04%
% of portfolio
0.24%
Previous 0.24%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$435.72 - $463.74 $50,543 - $53,793
116 Added 4.54%
2,673 $1.24 Million
Q2 2025

Jul 25, 2025
BUY
$376.48 - $440.65 $87,719 - $102,671
233 Added 10.03%
2,557 $1.13 Million
Q1 2025

Apr 11, 2025
BUY
$408.78 - $448.82 $60,499 - $66,425
148 Added 6.8%
2,324 $975,000
Q4 2024

Jan 14, 2025
SELL
$417.69 - $450.94 $179,189 - $193,453
-429 Reduced 16.47%
2,176 $925,000
Q3 2024

Oct 08, 2024
SELL
$386.81 - $423.12 $791,026 - $865,280
-2,045 Reduced 43.98%
2,605 $1.1 Million
Q2 2024

Jul 15, 2024
BUY
$377.31 - $399.95 $223,744 - $237,170
593 Added 14.62%
4,650 $1.82 Million
Q1 2024

Apr 15, 2024
BUY
$372.72 - $397.76 $95,789 - $102,224
257 Added 6.76%
4,057 $1.61 Million
Q4 2023

Feb 06, 2024
BUY
$324.19 - $377.03 $571,871 - $665,080
1,764 Added 86.64%
3,800 $1.43 Million
Q3 2023

Nov 03, 2023
BUY
$334.95 - $356.2 $278,008 - $295,646
830 Added 68.82%
2,036 $681,000
Q2 2023

Jul 31, 2023
SELL
$327.75 - $344.77 $123,889 - $130,323
-378 Reduced 23.86%
1,206 $414,000
Q1 2023

May 04, 2023
SELL
$318.5 - $343.03 $40,131 - $43,221
-126 Reduced 7.37%
1,584 $526,000
Q4 2022

Feb 13, 2023
BUY
$291.96 - $346.06 $42,626 - $50,524
146 Added 9.34%
1,710 $566,000
Q3 2022

Nov 14, 2022
BUY
$287.3 - $341.74 $206,856 - $246,052
720 Added 85.31%
1,564 $449,000
Q2 2022

Aug 15, 2022
BUY
$298.72 - $351.53 $9,559 - $11,248
32 Added 3.94%
844 $260,000
Q4 2021

Feb 15, 2022
BUY
$340.01 - $364.84 $3,400 - $3,648
10 Added 1.25%
812 $295,000
Q3 2021

Nov 12, 2021
BUY
$338.29 - $356.57 $10,148 - $10,697
30 Added 3.89%
802 $271,000
Q1 2021

May 17, 2021
BUY
$299.81 - $331.66 $231,453 - $256,041
772 New
772 $255,000

Others Institutions Holding DIA

# of Institutions
1,477
Shares Held
33.4M
Call Options Held
7.39M
Put Options Held
11M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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