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

Ahrens Investment Partners’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
2023 Q1	$67.8K	Buy	+204	New	+$67.8K	0.03%	274
2022 Q3	–	Sell	-187	Closed	-$58K	–	343
2022 Q2	$58K	Hold	187	–	–	0.03%	306
2022 Q1	$65K	Hold	187	–	–	0.02%	344
2021 Q4	$68K	Buy	+187	New	+$66.4K	0.03%	355
2020 Q2	–	Sell	-933	Closed	-$205K	–	169
2020 Q1	$205K	Sell	933 -210	-18%	-$55.8K	0.15%	109
2019 Q4	$326K	Sell	1,143 -9	-0.8%	-$2.48K	0.14%	116
2019 Q3	$310K	Buy	1,152 +126	+12%	+$33.6K	0.14%	109
2019 Q2	$273K	Sell	1,026 -100	-9%	-$26.1K	0.12%	118
2019 Q1	$292K	Sell	1,126 -250	-18%	-$62.9K	0.13%	109
2018 Q4	$321K	Sell	1,376 -257	-16%	-$64.1K	0.15%	104
2018 Q3	$432K	Sell	1,633 -4	-0.2%	-$1.02K	0.16%	93
2018 Q2	$397K	Sell	1,637 -225	-12%	-$55.2K	0.17%	86
2018 Q1	$449K	Buy	1,862 +2	+0.1%	+$502	0.19%	79
2017 Q4	$460K	Buy	1,860 +665	+56%	+$158K	0.19%	82
2017 Q3	$267K	Buy	1,195 +195	+20%	+$42.7K	0.11%	108
2017 Q2	$213K	Sell	1,000 -120	-11%	-$25.2K	0.09%	130
2017 Q1	$231K	Sell	1,120 -165	-13%	-$33.6K	0.11%	112
2016 Q4	$254K	Buy	+1,285	New	+$242K	0.13%	103

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ahrens Investment Partners's DIA Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023: 204 shares worth $67.8K. The stake represents 0.03% of the portfolio and ranks #274 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DIA as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DIA in Q4 2016 and has held it in 18 quarters since. The position peaked at $460K in Q4 2017. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Ahrens Investment Partners held 204 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $67.8K as of Q1 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Ahrens Investment Partners position in Q1 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #274 holding.
Ahrens Investment Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 18 quarters since.
Ahrens Investment Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $460K in Q4 2017.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.