A detailed history of Strategic Wealth Partners Group LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 1,133 shares of DIA stock, worth $477,842. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,133
Previous 933 21.44%
Holding current value
$477,842
Previous $351,000 28.21%
% of portfolio
0.05%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$372.72 - $397.76 $74,544 - $79,552
200 Added 21.44%
1,133 $450,000
Q4 2023

Feb 13, 2024

BUY
$324.19 - $377.03 $648 - $754
2 Added 0.21%
933 $351,000
Q3 2023

Nov 14, 2023

BUY
$334.95 - $356.2 $334 - $356
1 Added 0.11%
931 $311,000
Q2 2023

Aug 10, 2023

BUY
$327.75 - $344.77 $327 - $344
1 Added 0.11%
930 $319,000
Q1 2023

May 11, 2023

BUY
$318.5 - $343.03 $28,983 - $31,215
91 Added 10.86%
929 $310,000
Q4 2022

Feb 07, 2023

SELL
$291.96 - $346.06 $7,882 - $9,343
-27 Reduced 3.12%
838 $277,000
Q3 2022

Nov 08, 2022

BUY
$287.3 - $341.74 $574 - $683
2 Added 0.23%
865 $248,000
Q2 2022

Aug 12, 2022

BUY
$298.72 - $351.53 $298 - $351
1 Added 0.12%
863 $266,000
Q1 2022

May 12, 2022

BUY
$326.53 - $367.87 $326 - $367
1 Added 0.12%
862 $299,000
Q4 2021

Feb 11, 2022

BUY
$340.01 - $364.84 $340 - $364
1 Added 0.12%
861 $313,000
Q3 2021

Nov 12, 2021

SELL
$338.29 - $356.57 $11,163 - $11,766
-33 Reduced 3.7%
860 $291,000
Q1 2021

May 17, 2021

BUY
$299.81 - $331.66 $30,280 - $33,497
101 Added 12.75%
893 $295,000
Q4 2020

Feb 11, 2021

SELL
$265.06 - $305.79 $64,674 - $74,612
-244 Reduced 23.55%
792 $242,000
Q3 2020

Nov 13, 2020

SELL
$257.24 - $291.21 $105,211 - $119,104
-409 Reduced 28.3%
1,036 $287,000
Q2 2020

Aug 13, 2020

BUY
$209.38 - $276.28 $302,554 - $399,224
1,445 New
1,445 $372,000

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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