A detailed history of Wealthspire Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,873 shares of DIA stock, worth $2.98 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,873
Previous 6,784 1.31%
Holding current value
$2.98 Million
Previous $2.65 Million 9.61%
% of portfolio
0.03%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$386.81 - $423.12 $34,426 - $37,657
89 Added 1.31%
6,873 $2.91 Million
Q2 2024

Aug 08, 2024

SELL
$377.31 - $399.95 $56,219 - $59,592
-149 Reduced 2.15%
6,784 $2.65 Million
Q1 2024

May 06, 2024

BUY
$372.72 - $397.76 $197,541 - $210,812
530 Added 8.28%
6,933 $2.76 Million
Q4 2023

Feb 06, 2024

SELL
$324.19 - $377.03 $76,833 - $89,356
-237 Reduced 3.57%
6,403 $2.41 Million
Q3 2023

Nov 06, 2023

BUY
$334.95 - $356.2 $40,528 - $43,100
121 Added 1.86%
6,640 $2.22 Million
Q2 2023

Jul 31, 2023

BUY
$327.75 - $344.77 $17,043 - $17,928
52 Added 0.8%
6,519 $2.24 Million
Q1 2023

May 09, 2023

BUY
$318.5 - $343.03 $13,058 - $14,064
41 Added 0.64%
6,467 $2.15 Million
Q4 2022

Feb 13, 2023

BUY
$291.96 - $346.06 $6,715 - $7,959
23 Added 0.36%
6,426 $2.13 Million
Q3 2022

Nov 14, 2022

SELL
$287.3 - $341.74 $12,066 - $14,353
-42 Reduced 0.65%
6,403 $1.84 Million
Q2 2022

Aug 09, 2022

BUY
$298.72 - $351.53 $7,468 - $8,788
25 Added 0.39%
6,445 $1.98 Million
Q1 2022

May 09, 2022

BUY
$326.53 - $367.87 $32,326 - $36,419
99 Added 1.57%
6,420 $2.23 Million
Q4 2021

Feb 14, 2022

BUY
$340.01 - $364.84 $159,804 - $171,474
470 Added 8.03%
6,321 $2.3 Million
Q3 2021

Nov 15, 2021

BUY
$338.29 - $356.57 $103,178 - $108,753
305 Added 5.5%
5,851 $1.98 Million
Q2 2021

Aug 13, 2021

SELL
$331.45 - $347.9 $528,331 - $554,552
-1,594 Reduced 22.32%
5,546 $1.91 Million
Q1 2021

May 17, 2021

BUY
$299.81 - $331.66 $23,385 - $25,869
78 Added 1.1%
7,140 $2.36 Million
Q4 2020

Feb 16, 2021

SELL
$265.06 - $305.79 $354,120 - $408,535
-1,336 Reduced 15.91%
7,062 $2.16 Million
Q3 2020

Nov 16, 2020

BUY
$257.24 - $291.21 $407,468 - $461,276
1,584 Added 23.25%
8,398 $2.33 Million
Q2 2020

Aug 14, 2020

SELL
$209.38 - $276.28 $12,981 - $17,129
-62 Reduced 0.9%
6,814 $1.76 Million
Q1 2020

May 12, 2020

BUY
$186.13 - $295.72 $23,080 - $36,669
124 Added 1.84%
6,876 $1.51 Million
Q4 2019

Feb 14, 2020

BUY
$260.72 - $286.33 $777,727 - $854,122
2,983 Added 79.15%
6,752 $1.93 Million
Q3 2019

Nov 12, 2019

BUY
$255.08 - $273.6 $2,805 - $3,009
11 Added 0.29%
3,769 $1.02 Million
Q2 2019

Aug 13, 2019

BUY
$248.22 - $268.08 $2,730 - $2,948
11 Added 0.29%
3,758 $999,000
Q1 2019

May 08, 2019

BUY
$226.72 - $260.89 $98,623 - $113,487
435 Added 13.13%
3,747 $971,000
Q4 2018

Feb 14, 2019

BUY
$218.1 - $267.95 $722,347 - $887,450
3,312 New
3,312 $772,000

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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