9258 Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

9258 Wealth Management’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
2024 Q3	$545K	Hold	1,288	–	–	0.08%	187
2024 Q2	$504K	Hold	1,288	–	–	0.08%	186
2024 Q1	$512K	Hold	1,288	–	–	0.08%	190
2023 Q4	$485K	Hold	1,288	–	–	0.09%	183
2023 Q3	$431K	Hold	1,288	–	–	0.08%	194
2023 Q2	$443K	Hold	1,288	–	–	0.08%	196
2023 Q1	$428K	Hold	1,288	–	–	0.09%	199
2022 Q4	$427K	Hold	1,288	–	–	0.09%	198
2022 Q3	$370K	Hold	1,288	–	–	0.09%	202
2022 Q2	$396K	Sell	1,288 -34	-3%	-$11.1K	0.1%	207
2022 Q1	$459K	Buy	1,322 +137	+12%	+$47.5K	0.11%	206
2021 Q4	$431K	Hold	1,185	–	–	0.1%	217
2021 Q3	$401K	Buy	1,185 +51	+4%	+$17.8K	0.11%	204
2021 Q2	$391K	Hold	1,134	–	–	0.11%	208
2021 Q1	$374K	Hold	1,134	–	–	0.11%	197
2020 Q4	$347K	Hold	1,134	–	–	0.11%	202
2020 Q3	$301K	Hold	1,134	–	–	0.11%	200
2020 Q2	$292K	Hold	1,134	–	–	0.12%	209
2020 Q1	$274K	Sell	1,134 -90	-7%	-$23.9K	0.12%	199
2019 Q4	$349K	Buy	+1,224	New	+$337K	0.13%	198

Other funds holding DIA

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

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

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

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

9258 Wealth Management's DIA Position: Q3 2024 in Review

9258 Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2024 at 1,288 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #187.

9258 Wealth Management first reported a position in DIA in Q4 2019 and has held it in 20 quarters since. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

9258 Wealth Management held 1,288 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $545K as of Q3 2024.
9258 Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of 9258 Wealth Management's portfolio in Q3 2024, its #187 holding.
9258 Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 20 quarters since.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.