Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Dow Jones Industrial Average ETF Trust Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

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 1,340 shares of DIA stock, worth $524,422. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,340
Previous 1,305 2.68%
Holding current value
$524,422
Previous $552,000 3.26%
% of portfolio
0.02%
Previous 0.02%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$417.69 - $450.94 $14,619 - $15,782
35 Added 2.68%
1,340 $570,000
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

# of Institutions
1,444
Shares Held
36.2M
Call Options Held
10.2M
Put Options Held
10.1M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email