Sugarloaf Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,555 shares of DIA stock, worth $681,665. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,555

Previous 2,951 47.31%

Holding current value

$681,665

Previous $1.25 Million 47.04%

% of portfolio

0.14%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$417.69 - $450.94 $583,095 - $629,512	-1,396 Reduced 47.31%	1,555 $661,000
Q3 2024 Oct 08, 2024	SELL	$386.81 - $423.12 $299,004 - $327,071	-773 Reduced 20.76%	2,951 $1.25 Million
Q2 2024 Jul 08, 2024	BUY	$377.31 - $399.95 $6,414 - $6,799	17 Added 0.46%	3,724 $1.46 Million
Q1 2024 Apr 23, 2024	SELL	$372.72 - $397.76 $74,544 - $79,552	-200 Reduced 5.12%	3,707 $1.47 Million
Q4 2023 Jan 10, 2024	SELL	$324.19 - $377.03 $908,704 - $1.06 Million	-2,803 Reduced 41.77%	3,907 $1.47 Million
Q2 2023 Jul 13, 2023	SELL	$327.75 - $344.77 $268,427 - $282,366	-819 Reduced 10.88%	6,710 $2.31 Million
Q4 2022 Feb 03, 2023	SELL	$291.96 - $346.06 $291 - $346	-1 Reduced 0.01%	7,529 $2.49 Million
Q2 2022 Jul 12, 2022	SELL	$298.72 - $351.53 $238,079 - $280,169	-797 Reduced 9.57%	7,530 $2.32 Million
Q4 2021 Jan 20, 2022	SELL	$340.01 - $364.84 $30,940 - $33,200	-91 Reduced 1.08%	8,327 $3.03 Million
Q3 2021 Oct 20, 2021	SELL	$338.29 - $356.57 $4,059 - $4,278	-12 Reduced 0.14%	8,418 $2.85 Million
Q2 2021 Jul 20, 2021	SELL	$331.45 - $347.9 $297,642 - $312,414	-898 Reduced 9.63%	8,430 $2.91 Million
Q4 2020 Feb 03, 2021	SELL	$265.06 - $305.79 $1,060 - $1,223	-4 Reduced 0.04%	9,328 $2.85 Million
Q3 2020 Nov 03, 2020	SELL	$257.24 - $291.21 $2,572 - $2,912	-10 Reduced 0.11%	9,332 $2.59 Million
Q2 2020 Jul 21, 2020	SELL	$209.38 - $276.28 $53,182 - $70,175	-254 Reduced 2.65%	9,342 $2.41 Million
Q1 2020 Apr 15, 2020	BUY	$186.13 - $295.72 $1.01 Million - $1.61 Million	5,429 Added 130.29%	9,596 $2.1 Million
Q4 2019 Jan 29, 2020	BUY	$260.72 - $286.33 $1.09 Million - $1.19 Million	4,167 New	4,167 $1.19 Million

Others Institutions Holding DIA

# of Institutions

1,451

Shares Held

36.7M

Call Options Held

10.2M

Put Options Held

10.1M

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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Sugarloaf Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History