Arcadia Wealth Management (New Hampshire)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	–	Sell	-1,520	Closed	-$595K	–	65
2024 Q2	$595K	Buy	1,520 +6	+0.4%	+$2.33K	0.34%	41
2024 Q1	$602K	Buy	1,514 +7	+0.5%	+$2.7K	0.37%	35
2023 Q4	$568K	Buy	1,507 +8	+0.5%	+$2.8K	0.39%	33
2023 Q3	$502K	Buy	1,499 +6	+0.4%	+$2.08K	0.39%	34
2023 Q2	$513K	Buy	1,493 +8	+0.5%	+$2.69K	0.38%	36
2023 Q1	$494K	Buy	1,485 +7	+0.5%	+$2.33K	0.41%	36
2022 Q4	$490K	Buy	+1,478	New	+$480K	0.43%	36

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Arcadia Wealth Management (New Hampshire)'s DIA Position: Q3 2024 in Review

Arcadia Wealth Management (New Hampshire) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 1,520 shares — an estimated $595K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in DIA in Q4 2022 and held it in 7 quarters. The position peaked at $602K in Q1 2024. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Arcadia Wealth Management (New Hampshire) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 1,520 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $595K.
Arcadia Wealth Management (New Hampshire) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 7 quarters.
Arcadia Wealth Management (New Hampshire)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $602K in Q1 2024.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q3 2024, filed 7 Nov 2024.