American Planning Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

American Planning Services’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	$892K	Buy	2,108 +3	+0.1%	+$1.22K	0.71%	26
2024 Q2	$823K	Sell	2,105 -118	-5%	-$45.8K	0.58%	27
2024 Q1	$884K	Sell	2,223 -100	-4%	-$38.5K	0.64%	16
2023 Q4	$875K	Sell	2,323 -481	-17%	-$168K	0.67%	14
2023 Q3	$939K	Sell	2,804 -30	-1%	-$10.4K	0.62%	13
2023 Q2	$974K	Sell	2,834 -39	-1%	-$13.1K	0.64%	14
2023 Q1	$956K	Sell	2,873 -20,748	-88%	-$6.89M	0.65%	13
2022 Q4	$7.83M	Buy	23,621 +23,596	+94,384%	+$7.67M	7.82%	5
2022 Q3	$7.17K	Sell	25 -36,550	-100%	-$11.6M	8.89%	5
2022 Q2	$11.3M	Sell	36,575 -2,284	-6%	-$747K	12.53%	3
2022 Q1	$13.5M	Sell	38,859 -6,880	-15%	-$2.39M	14.4%	3
2021 Q4	$16.6M	Buy	+45,739	New	+$16.3M	14.71%	3

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Planning Services's DIA Position: Q3 2024 in Review

American Planning Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.14% in Q3 2024, buying an estimated $1.22K and bringing the position to 2,108 shares worth $892K. The position accounts for 0.71% of the portfolio, ranked #26.

American Planning Services first reported a position in DIA in Q4 2021 and has held it in 12 quarters since. The position peaked at $16.6M in Q4 2021. 1,187 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

American Planning Services held 2,108 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $892K as of Q3 2024.
American Planning Services bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $1.22K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.71% of American Planning Services's portfolio in Q3 2024, its #26 holding.
American Planning Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 12 quarters since.
American Planning Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $16.6M in Q4 2021.
1,187 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.