Steel Peak Wealth Management LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 43,159 shares of DIA stock, worth $18.4 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

43,159

Previous 41,472 4.07%

Holding current value

$18.4 Million

Previous $16.2 Million 12.58%

% of portfolio

0.81%

Previous 0.76%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$386.81 - $423.12 $652,548 - $713,803	1,687 Added 4.07%	43,159 $18.3 Million
Q2 2024 Jul 16, 2024	BUY	$377.31 - $399.95 $3.39 Million - $3.6 Million	8,997 Added 27.7%	41,472 $16.2 Million
Q1 2024 Apr 17, 2024	BUY	$372.72 - $397.76 $2.07 Million - $2.21 Million	5,557 Added 20.64%	32,475 $12.9 Million
Q4 2023 Jan 23, 2024	BUY	$324.19 - $377.03 $4.83 Million - $5.62 Million	14,893 Added 123.85%	26,918 $10.1 Million
Q3 2023 Nov 02, 2023	SELL	$334.95 - $356.2 $18.3 Million - $19.5 Million	-54,782 Reduced 82.0%	12,025 $4.03 Million
Q2 2023 Aug 02, 2023	BUY	$327.75 - $344.77 $12.5 Million - $13.1 Million	38,067 Added 132.45%	66,807 $23 Million
Q1 2023 May 05, 2023	BUY	$318.5 - $343.03 $1.65 Million - $1.77 Million	5,173 Added 21.95%	28,740 $9.56 Million
Q4 2022 Jan 25, 2023	BUY	$291.96 - $346.06 $237,071 - $281,000	812 Added 3.57%	23,567 $0
Q3 2022 Oct 26, 2022	SELL	$287.3 - $341.74 $815,932 - $970,541	-2,840 Reduced 11.1%	22,755 $6.56 Million
Q2 2022 Aug 02, 2022	BUY	$298.72 - $351.53 $1.43 Million - $1.69 Million	4,803 Added 23.1%	25,595 $7.9 Million
Q1 2022 May 10, 2022	SELL	$326.53 - $367.87 $24.2 Million - $27.3 Million	-74,240 Reduced 78.12%	20,792 $7.21 Million
Q4 2021 Jan 31, 2022	BUY	$340.01 - $364.84 $28.2 Million - $30.2 Million	82,816 Added 677.93%	95,032 $34.5 Million
Q3 2021 Nov 15, 2021	SELL	$338.29 - $356.57 $478,003 - $503,833	-1,413 Reduced 10.37%	12,216 $4.13 Million
Q2 2021 Aug 13, 2021	SELL	$331.45 - $347.9 $6.48 Million - $6.8 Million	-19,550 Reduced 58.92%	13,629 $4.7 Million
Q1 2021 May 18, 2021	SELL	$299.81 - $331.66 $8.83 Million - $9.77 Million	-29,459 Reduced 47.03%	33,179 $11 Million
Q4 2020 Feb 04, 2021	BUY	$265.06 - $305.79 $10.2 Million - $11.7 Million	38,418 Added 158.62%	62,638 $19.2 Million
Q3 2020 Oct 26, 2020	BUY	$257.24 - $291.21 $758,343 - $858,487	2,948 Added 13.86%	24,220 $6.72 Million
Q2 2020 Jul 21, 2020	BUY	$209.38 - $276.28 $2.07 Million - $2.73 Million	9,892 Added 86.92%	21,272 $5.49 Million
Q1 2020 Apr 16, 2020	SELL	$186.13 - $295.72 $882,628 - $1.4 Million	-4,742 Reduced 29.41%	11,380 $2.5 Million
Q4 2019 Feb 06, 2020	BUY	$260.72 - $286.33 $4.2 Million - $4.62 Million	16,122 New	16,122 $4.6 Million

Others Institutions Holding DIA

# of Institutions

1,336

Shares Held

34.2M

Call Options Held

10.4M

Put Options Held

12.1M

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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Account

Steel Peak Wealth Management LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History