Aspire Private Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Aspire Private Capital’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	-117	Closed	-$49.5K	–	278
2024 Q3	$49.5K	Hold	117	–	–	0.01%	234
2024 Q2	$45.8K	Hold	117	–	–	0.01%	240
2024 Q1	$46.5K	Hold	117	–	–	0.01%	243
2023 Q4	$44.1K	Hold	117	–	–	0.01%	233
2023 Q3	$39.2K	Hold	117	–	–	0.01%	232
2023 Q2	$40.2K	Hold	117	–	–	0.01%	226
2023 Q1	$38.9K	Hold	117	–	–	0.01%	232
2022 Q4	$38.8K	Hold	117	–	–	0.01%	214
2022 Q3	$34K	Hold	117	–	–	0.01%	233
2022 Q2	$36K	Hold	117	–	–	0.01%	229
2022 Q1	$41K	Hold	117	–	–	0.01%	227
2021 Q4	$43K	Hold	117	–	–	0.01%	230
2021 Q3	$40K	Hold	117	–	–	0.01%	228
2021 Q2	$40K	Hold	117	–	–	0.01%	227
2021 Q1	$39K	Hold	117	–	–	0.01%	234
2020 Q4	$36K	Hold	117	–	–	0.01%	219
2020 Q3	$32K	Buy	+117	New	+$32K	0.01%	221
2020 Q1	–	Sell	-117	Closed	-$33K	–	299
2019 Q4	$33K	Hold	117	–	–	0.01%	210
2019 Q3	$31K	Sell	117 -5	-4%	-$1.33K	0.01%	202
2019 Q2	$32K	Sell	122 -166	-58%	-$43.3K	0.02%	212
2019 Q1	$75K	Sell	288 -164	-36%	-$41.2K	0.04%	197
2018 Q4	$105K	Buy	+452	New	+$113K	0.06%	156

Other funds holding DIA

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $377B AUM 19.32% 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

Aspire Private Capital's DIA Position: Q4 2024 in Review

Aspire Private Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 117 shares — an estimated $49.5K sold.

Aspire Private Capital first reported a position in DIA in Q4 2018 and held it in 22 quarters. The position peaked at $105K in Q4 2018. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Aspire Private Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 117 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $49.5K.
Aspire Private Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 22 quarters.
Aspire Private Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $105K in Q4 2018.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.