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

Arcadia Investment Advisors’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 Q4	–	Sell	-245	Closed	-$82K	–	84
2023 Q3	$82K	Hold	245	–	–	0.05%	49
2023 Q2	$84.2K	Hold	245	–	–	0.06%	50
2023 Q1	$81.4K	Hold	245	–	–	0.06%	49
2022 Q4	$81.1K	Hold	245	–	–	0.06%	49
2022 Q3	$70.3K	Buy	245 +1	+0.4%	+$318	0.05%	46
2022 Q2	$75.2K	Buy	244 +1	+0.4%	+$327	0.06%	43
2022 Q1	$84.3K	Buy	243 +1	+0.4%	+$347	0.05%	45
2021 Q4	$87.9K	Buy	242 +1	+0.4%	+$355	0.05%	44
2021 Q3	$81.5K	Buy	241 +1	+0.4%	+$349	0.04%	45
2021 Q2	$82.8K	Buy	+240	New	+$81.9K	0.04%	44

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Arcadia Investment Advisors's DIA Position: Q4 2023 in Review

Arcadia Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2023, closing a stake of 245 shares — an estimated $82K sold.

Arcadia Investment Advisors first reported a position in DIA in Q2 2021 and held it in 10 quarters. The position peaked at $87.9K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold DIA as of Q4 2023.

Arcadia Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2023 after selling out during the quarter.
Arcadia Investment Advisors sold 245 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2023, an estimated $82K.
Arcadia Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 10 quarters.
Arcadia Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $87.9K in Q4 2021.
1,136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2023.

Based on Arcadia Investment Advisors's 13F filing for Q4 2023, filed 19 Dec 2024.