A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,305 shares of DIA stock, worth $564,412. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,305
Previous 1,309 0.31%
Holding current value
$564,412
Previous $511,000 8.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024

SELL
$386.81 - $423.12 $1,547 - $1,692
-4 Reduced 0.31%
1,305 $552,000
Q2 2024

Aug 09, 2024

BUY
$377.31 - $399.95 $1,509 - $1,599
4 Added 0.31%
1,309 $511,000
Q1 2024

May 06, 2024

SELL
$372.72 - $397.76 $174,432 - $186,151
-468 Reduced 26.4%
1,305 $519,000
Q4 2023

Feb 06, 2024

BUY
$324.19 - $377.03 $53,167 - $61,832
164 Added 10.19%
1,773 $668,000
Q3 2023

Nov 02, 2023

BUY
$334.95 - $356.2 $66,990 - $71,240
200 Added 14.19%
1,609 $538,000
Q2 2023

Aug 11, 2023

SELL
$327.75 - $344.77 $120,284 - $126,530
-367 Reduced 20.66%
1,409 $484,000
Q1 2023

May 09, 2023

BUY
$318.5 - $343.03 $107,653 - $115,944
338 Added 23.5%
1,776 $590,000
Q3 2022

Nov 02, 2022

SELL
$287.3 - $341.74 $133,019 - $158,225
-463 Reduced 24.36%
1,438 $413,000
Q2 2022

Aug 02, 2022

SELL
$298.72 - $351.53 $35,547 - $41,832
-119 Reduced 5.89%
1,901 $585,000
Q1 2022

May 13, 2022

SELL
$326.53 - $367.87 $3,265 - $3,678
-10 Reduced 0.49%
2,020 $701,000
Q4 2021

Feb 14, 2022

BUY
$340.01 - $364.84 $33,320 - $35,754
98 Added 5.07%
2,030 $738,000
Q3 2021

Nov 02, 2021

SELL
$338.29 - $356.57 $8,457 - $8,914
-25 Reduced 1.28%
1,932 $654,000
Q2 2021

Aug 12, 2021

BUY
$331.45 - $347.9 $131,585 - $138,116
397 Added 25.45%
1,957 $675,000
Q1 2021

May 17, 2021

SELL
$299.81 - $331.66 $33,278 - $36,814
-111 Reduced 6.64%
1,560 $515,000
Q4 2020

Feb 12, 2021

BUY
$265.06 - $305.79 $87,469 - $100,910
330 Added 24.61%
1,671 $511,000
Q3 2020

Nov 12, 2020

SELL
$257.24 - $291.21 $45,531 - $51,544
-177 Reduced 11.66%
1,341 $372,000
Q2 2020

Aug 12, 2020

SELL
$209.38 - $276.28 $23,031 - $30,390
-110 Reduced 6.76%
1,518 $391,000
Q1 2020

May 11, 2020

SELL
$186.13 - $295.72 $29,966 - $47,610
-161 Reduced 9.0%
1,628 $357,000
Q4 2019

Feb 13, 2020

BUY
$260.72 - $286.33 $95,162 - $104,510
365 Added 25.63%
1,789 $510,000
Q3 2019

Nov 13, 2019

BUY
$255.08 - $273.6 $52,291 - $56,088
205 Added 16.82%
1,424 $383,000
Q2 2019

Aug 12, 2019

SELL
$248.22 - $268.08 $38,722 - $41,820
-156 Reduced 11.35%
1,219 $324,000
Q1 2019

May 13, 2019

SELL
$226.72 - $260.89 $207,448 - $238,714
-915 Reduced 39.96%
1,375 $356,000
Q4 2018

Feb 13, 2019

SELL
$218.1 - $267.95 $87,240 - $107,180
-400 Reduced 14.87%
2,290 $534,000
Q3 2018

Nov 13, 2018

BUY
$241.66 - $267.12 $119,138 - $131,690
493 Added 22.44%
2,690 $711,000
Q1 2018

May 14, 2018

BUY
$235.13 - $265.91 $71,714 - $81,102
305 Added 16.12%
2,197 $530,000
Q1 2018

May 14, 2018

BUY
$235.13 - $265.91 $444,865 - $503,101
1,892 New
1,892 $530,000

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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