United Capital Financial Advisers, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,556 shares of DIA stock, worth $672,736. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,556
Previous 2,070 24.83%
Holding current value
$672,736
Previous $875,000 24.34%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$417.69 - $450.94 $214,692 - $231,783
-514 Reduced 24.83%
1,556 $662,000
Q3 2024

Nov 12, 2024
BUY
$386.81 - $423.12 $386 - $423
1 Added 0.05%
2,070 $875,000
Q2 2024

Aug 14, 2024
SELL
$377.31 - $399.95 $17,356 - $18,397
-46 Reduced 2.17%
2,069 $809,000
Q1 2024

May 15, 2024
SELL
$372.72 - $397.76 $139,024 - $148,364
-373 Reduced 14.99%
2,115 $841,000
Q4 2023

Feb 14, 2024
SELL
$324.19 - $377.03 $493,417 - $573,839
-1,522 Reduced 37.96%
2,488 $937,000
Q3 2023

Nov 14, 2023
BUY
$334.95 - $356.2 $37,514 - $39,894
112 Added 2.87%
4,010 $1.34 Million
Q2 2023

Aug 14, 2023
SELL
$327.75 - $344.77 $227,458 - $239,270
-694 Reduced 15.11%
3,898 $1.34 Million
Q1 2023

Aug 14, 2023
BUY
$318.5 - $343.03 $221,039 - $238,062
694 Added 17.8%
4,592 $1.53 Million
Q1 2023

May 15, 2023
SELL
$318.5 - $343.03 $290,153 - $312,500
-911 Reduced 16.55%
4,592 $1.53 Million
Q4 2022

Feb 14, 2023
SELL
$291.96 - $346.06 $57,224 - $67,827
-196 Reduced 3.44%
5,503 $1.82 Million
Q3 2022

Nov 14, 2022
BUY
$287.3 - $341.74 $380,097 - $452,122
1,323 Added 30.23%
5,699 $1.64 Million
Q2 2022

Aug 11, 2022
SELL
$298.72 - $351.53 $44,210 - $52,026
-148 Reduced 3.27%
4,376 $1.35 Million
Q1 2022

May 16, 2022
SELL
$326.53 - $367.87 $1.2 Million - $1.36 Million
-3,689 Reduced 44.92%
4,524 $1.57 Million
Q4 2021

Feb 14, 2022
SELL
$340.01 - $364.84 $39,101 - $41,956
-115 Reduced 1.38%
8,213 $2.98 Million
Q3 2021

Nov 15, 2021
SELL
$338.29 - $356.57 $73,408 - $77,375
-217 Reduced 2.54%
8,328 $2.82 Million
Q2 2021

Aug 13, 2021
SELL
$331.45 - $347.9 $896,240 - $940,721
-2,704 Reduced 24.04%
8,545 $2.95 Million
Q1 2021

May 14, 2021
BUY
$299.81 - $331.66 $317,798 - $351,559
1,060 Added 10.4%
11,249 $3.71 Million
Q4 2020

Feb 17, 2021
SELL
$265.06 - $305.79 $878,938 - $1.01 Million
-3,316 Reduced 24.55%
10,189 $3.12 Million
Q3 2020

Nov 13, 2020
SELL
$257.24 - $291.21 $25,724 - $29,120
-100 Reduced 0.74%
13,505 $3.75 Million
Q2 2020

Aug 13, 2020
SELL
$209.38 - $276.28 $65,117 - $85,923
-311 Reduced 2.23%
13,605 $3.51 Million
Q1 2020

May 15, 2020
SELL
$186.13 - $295.72 $156,535 - $248,700
-841 Reduced 5.7%
13,916 $3.05 Million
Q4 2019

Feb 14, 2020
SELL
$260.72 - $286.33 $364,225 - $400,003
-1,397 Reduced 8.65%
14,757 $4.21 Million
Q3 2019

Nov 14, 2019
SELL
$255.08 - $273.6 $365,784 - $392,342
-1,434 Reduced 8.15%
16,154 $4.35 Million
Q2 2019

Aug 13, 2019
BUY
$248.22 - $268.08 $914,690 - $987,874
3,685 Added 26.51%
17,588 $4.68 Million
Q1 2019

May 14, 2019
SELL
$226.72 - $260.89 $526,443 - $605,786
-2,322 Reduced 14.31%
13,903 $3.6 Million
Q4 2018

Feb 14, 2019
SELL
$218.1 - $267.95 $1.77 Million - $2.18 Million
-8,119 Reduced 33.35%
16,225 $3.78 Million
Q3 2018

Nov 14, 2018
SELL
$241.66 - $267.12 $42.1 Million - $46.5 Million
-174,138 Reduced 87.73%
24,344 $6.44 Million
Q2 2018

Aug 14, 2018
SELL
$236.15 - $253.39 $4.57 Million - $4.91 Million
-19,366 Reduced 8.89%
198,482 $48.2 Million
Q1 2018

May 15, 2018
BUY
$235.13 - $265.91 $51.2 Million - $57.9 Million
217,848 New
217,848 $52.6 Million
Q4 2017

Feb 13, 2018
SELL
$225.24 - $248.13 $57.9 Million - $63.8 Million
-257,014 Closed
0 $0
Q3 2017

Nov 14, 2017
SELL
$216.53 - $223.9 $3.57 Million - $3.69 Million
-16,472 Reduced 6.02%
257,014 $57.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
273,486
273,486 $58.3 Million

Others Institutions Holding DIA

# of Institutions
1,450
Shares Held
36.7M
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
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