Strategic Wealth Investment Group, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Strategic Wealth Investment Group, LLC

$876 Million
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$324.19 - $377.03 $525,187 - $610,788	-1,620 Reduced 3.66%	42,680 $16.1 Million
Q3 2023 Nov 03, 2023	BUY	$334.95 - $356.2 $240,829 - $256,107	719 Added 1.65%	44,300 $14.8 Million
Q2 2023 Jul 17, 2023	BUY	$327.75 - $344.77 $1.56 Million - $1.64 Million	4,758 Added 12.26%	43,581 $15 Million
Q1 2023 Apr 20, 2023	BUY	$318.5 - $343.03 $1.68 Million - $1.81 Million	5,288 Added 15.77%	38,823 $12.9 Million
Q4 2022 Jan 27, 2023	BUY	$291.96 - $346.06 $1.26 Million - $1.49 Million	4,318 Added 14.78%	33,535 $0
Q3 2022 Oct 21, 2022	BUY	$287.3 - $341.74 $399,921 - $475,702	1,392 Added 5.0%	29,217 $8.39 Million
Q2 2022 Aug 08, 2022	SELL	$298.72 - $351.53 $1.09 Million - $1.29 Million	-3,662 Reduced 11.63%	27,825 $8.57 Million
Q1 2022 Apr 26, 2022	BUY	$326.53 - $367.87 $1.44 Million - $1.62 Million	4,401 Added 16.25%	31,487 $10.9 Million
Q4 2021 Jan 21, 2022	BUY	$340.01 - $364.84 $765,362 - $821,254	2,251 Added 9.06%	27,086 $9.84 Million
Q3 2021 Nov 15, 2021	BUY	$338.29 - $356.57 $1.21 Million - $1.28 Million	3,589 Added 16.89%	24,835 $8.38 Million
Q2 2021 Jul 16, 2021	BUY	$331.45 - $347.9 $1.35 Million - $1.42 Million	4,073 Added 23.72%	21,246 $7.33 Million
Q1 2021 Apr 22, 2021	BUY	$299.81 - $331.66 $846,063 - $935,944	2,822 Added 19.66%	17,173 $5.67 Million
Q4 2020 Jan 26, 2021	BUY	$265.06 - $305.79 $3.8 Million - $4.39 Million	14,351 New	14,351 $4.39 Million
Q4 2020 Jan 15, 2021	SELL	$265.06 - $305.79 $3.1 Million - $3.58 Million	-11,706 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$257.24 - $291.21 $734,162 - $831,113	2,854 Added 32.24%	11,706 $3.25 Million
Q2 2020 Jul 13, 2020	SELL	$209.38 - $276.28 $287,269 - $379,056	-1,372 Reduced 13.42%	8,852 $2.28 Million
Q1 2020 Apr 20, 2020	BUY	$186.13 - $295.72 $231,173 - $367,284	1,242 Added 13.83%	10,224 $2.24 Million
Q4 2019 Feb 11, 2020	BUY	$260.72 - $286.33 $2.34 Million - $2.57 Million	8,982 New	8,982 $2.56 Million

Others Institutions Holding DIA

# of Institutions

1,333

Shares Held

34M

Call Options Held

10.4M

Put Options Held

12.1M

Morgan Stanley New York, NY

3.44M
Shares

$1.49 Billion
0.11% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.4M
Shares

$1.48 Billion
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.6M
Shares

$1.13 Billion
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

2.05M
Shares

$891 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

1.44M
Shares

$623 Million
0.28% of portfolio

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

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