Morton Capital Management Llc/Ca Spdr Dow Jones Industrial Average ETF Trust Transaction History

Morton Capital Management Llc/Ca

$609 Billion
Q3 2025

A detailed history of Morton Capital Management Llc/Ca transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 3,771 shares of DIA stock, worth $1.78 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,771

Previous 4,701 19.78%

Holding current value

$1.78 Million

Previous $2.07 Billion 15.58%

% of portfolio

0.29%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$435.72 - $463.74 $405,219 - $431,278	-930 Reduced 19.78%	3,771 $1.75 Billion
Q2 2025 Jul 23, 2025	BUY	$376.48 - $440.65 $344,102 - $402,754	914 Added 24.14%	4,701 $2.07 Billion
Q1 2025 Apr 17, 2025	BUY	$408.78 - $448.82 $6,540 - $7,181	16 Added 0.42%	3,787 $1.59 Billion
Q2 2023 Dec 05, 2023	SELL	$327.75 - $344.77 $32,775 - $34,477	-100 Reduced 2.58%	3,771 $1.3 Billion
Q1 2023 Dec 05, 2023	SELL	$318.5 - $343.03 $3,503 - $3,773	-11 Reduced 0.28%	3,871 $1.29 Billion

Q1 2022 Dec 05, 2023	SELL	$326.53 - $367.87 $4,571 - $5,150	-14 Reduced 0.36%	3,882 $1.35 Billion
Q4 2021 Dec 05, 2023	BUY	$340.01 - $364.84 $1.32 Million - $1.42 Million	3,896 New	3,896 $1.42 Billion

Others Institutions Holding DIA

# of Institutions

1,504

Shares Held

33.7M

Call Options Held

9.2M

Put Options Held

14.5M

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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Morton Capital Management Llc/Ca Spdr Dow Jones Industrial Average ETF Trust Transaction History