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

AJ Wealth Strategies’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 Q2	$4.07M	Sell	11,826 -15	-0.1%	-$5.05K	0.2%	62
2023 Q1	$3.94M	Buy	11,841 +25	+0.2%	+$8.31K	0.21%	57
2022 Q4	$3.92M	Sell	11,816 -14	-0.1%	-$4.55K	0.21%	59
2022 Q3	$3.4M	Buy	11,830 +4	+0%	+$1.27K	0.2%	55
2022 Q2	$3.64M	Buy	11,826 +7	+0.1%	+$2.29K	0.19%	57
2022 Q1	$4.1M	Buy	11,819 +4	+0%	+$1.39K	0.2%	64
2021 Q4	$4.29M	Buy	11,815 +4	+0%	+$1.42K	0.2%	54
2021 Q3	$4M	Buy	11,811 +4	+0%	+$1.4K	0.22%	50
2021 Q2	$4.07M	Sell	11,807 -197	-2%	-$67.2K	0.24%	48
2021 Q1	$3.96M	Buy	12,004 +4	+0%	+$1.26K	0.28%	42
2020 Q4	$3.67M	Buy	12,000 +6	+0.1%	+$1.75K	0.32%	35
2020 Q3	$3.33M	Buy	11,994 +6	+0.1%	+$1.64K	0.34%	35
2020 Q2	$3.09M	Sell	11,988 -60	-0.5%	-$14.8K	0.34%	36
2020 Q1	$2.64M	Buy	+12,048	New	+$3.2M	0.36%	34

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

AJ Wealth Strategies's DIA Position: Q2 2023 in Review

AJ Wealth Strategies reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.13% in Q2 2023, selling an estimated $5.05K and leaving 11,826 shares worth $4.07M. The position accounts for 0.2% of the portfolio, ranked #62.

AJ Wealth Strategies first reported a position in DIA in Q1 2020 and has held it in 14 quarters since. The position peaked at $4.29M in Q4 2021. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

AJ Wealth Strategies held 11,826 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.07M as of Q2 2023.
AJ Wealth Strategies sold 15 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $5.05K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.2% of AJ Wealth Strategies's portfolio in Q2 2023, its #62 holding.
AJ Wealth Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 14 quarters since.
AJ Wealth Strategies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.29M in Q4 2021.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.