Atticus Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Atticus Wealth Management’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 Q2	–	Sell	-3	Closed	-$1.19K	–	543
2024 Q1	$1.19K	Sell	3 -3	-50%	-$1.16K	﹤0.01%	504
2023 Q4	$2.26K	Hold	6	–	–	﹤0.01%	478
2023 Q3	$2.01K	Hold	6	–	–	﹤0.01%	501
2023 Q2	$2.06K	Hold	6	–	–	﹤0.01%	493
2023 Q1	$2K	Sell	6 -45	-88%	-$15K	﹤0.01%	473
2022 Q4	$16.9K	Sell	51 -19	-27%	-$6.18K	0.01%	345
2022 Q3	$22K	Hold	70	–	–	0.01%	302
2022 Q2	$22K	Hold	70	–	–	0.01%	329
2022 Q1	$24K	Sell	70 -234	-77%	-$81.2K	0.01%	312
2021 Q4	$110K	Sell	304 -33	-10%	-$11.7K	0.04%	164
2021 Q3	$114K	Buy	337 +70	+26%	+$24.5K	0.05%	145
2021 Q2	$92K	Hold	267	–	–	0.04%	179
2021 Q1	$88K	Buy	267 +9	+3%	+$2.84K	0.04%	167
2020 Q4	$79K	Buy	258 +225	+682%	+$65.5K	0.04%	172
2020 Q3	$9K	Sell	33 -573	-95%	-$157K	0.01%	260
2020 Q2	$156K	Buy	+606	New	+$149K	0.1%	101

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Atticus Wealth Management's DIA Position: Q2 2024 in Review

Atticus Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 3 shares — an estimated $1.19K sold.

Atticus Wealth Management first reported a position in DIA in Q2 2020 and held it in 16 quarters. The position peaked at $156K in Q2 2020. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

Atticus Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $1.19K.
Atticus Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and held it in 16 quarters.
Atticus Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $156K in Q2 2020.
1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.