American Financial & Tax Strategies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

American Financial & Tax 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
2024 Q4	–	Sell	-3,539	Closed	-$1.5M	–	91
2024 Q3	$1.5M	Sell	3,539 -24	-0.7%	-$9.75K	0.76%	40
2024 Q2	$1.39M	Sell	3,563 -163	-4%	-$63.3K	0.73%	41
2024 Q1	$1.48M	Sell	3,726 -212	-5%	-$81.7K	0.8%	39
2023 Q4	$1.48M	Buy	+3,938	New	+$1.38M	0.85%	38

Other funds holding DIA

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

American Financial & Tax Strategies's DIA Position: Q4 2024 in Review

American Financial & Tax Strategies sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 3,539 shares — an estimated $1.5M sold.

American Financial & Tax Strategies first reported a position in DIA in Q4 2023 and held it in 4 quarters. The position peaked at $1.5M in Q3 2024. 1,296 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

American Financial & Tax Strategies reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
American Financial & Tax Strategies sold 3,539 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $1.5M.
American Financial & Tax Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 4 quarters.
American Financial & Tax Strategies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.5M in Q3 2024.
1,296 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on American Financial & Tax Strategies's 13F filing for Q4 2024, filed 28 Jan 2025.