1834 Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

1834 Investment Advisors’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-114	Closed	-$35K	–	260
2022 Q2	$35K	Hold	114	–	–	﹤0.01%	295
2022 Q1	$40K	Hold	114	–	–	﹤0.01%	262
2021 Q4	$41K	Hold	114	–	–	﹤0.01%	275
2021 Q3	$39K	Hold	114	–	–	﹤0.01%	281
2021 Q2	$39K	Hold	114	–	–	﹤0.01%	287
2021 Q1	$38K	Hold	114	–	–	﹤0.01%	282
2020 Q4	$35K	Hold	114	–	–	﹤0.01%	281
2020 Q3	$32K	Hold	114	–	–	﹤0.01%	283
2020 Q2	$29K	Hold	114	–	–	﹤0.01%	271
2020 Q1	$25K	Hold	114	–	–	﹤0.01%	287
2019 Q4	$33K	Hold	114	–	–	0.01%	296
2019 Q3	$31K	Sell	114 -36	-24%	-$9.61K	﹤0.01%	301
2019 Q2	$40K	Hold	150	–	–	0.01%	298
2019 Q1	$39K	Sell	150 -12	-7%	-$3.02K	0.01%	293
2018 Q4	$38K	Hold	162	–	–	0.01%	284
2018 Q3	$43K	Hold	162	–	–	0.01%	285
2018 Q2	$39K	Hold	162	–	–	0.01%	291
2018 Q1	$39K	Sell	162 -43	-21%	-$10.8K	0.01%	295
2017 Q4	$51K	Buy	+205	New	+$48.6K	0.01%	287

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

1834 Investment Advisors's DIA Position: Q3 2022 in Review

1834 Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 114 shares — an estimated $35K sold.

1834 Investment Advisors first reported a position in DIA in Q4 2017 and held it in 19 quarters. The position peaked at $51K in Q4 2017. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

1834 Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 114 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $35K.
1834 Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $51K in Q4 2017.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.