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

Aveo Capital Partners’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 Q2	–	Sell	-1,385	Closed	-$461K	–	342
2023 Q1	$461K	Sell	1,385 -8,759	-86%	-$2.91M	0.06%	203
2022 Q4	$3.36M	Buy	+10,144	New	+$3.3M	0.51%	48
2017 Q1	–	Sell	-3,129	Closed	-$618K	–	153
2016 Q4	$618K	Buy	+3,129	New	+$590K	0.18%	85

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

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

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

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

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

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

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

Aveo Capital Partners's DIA Position: Q2 2023 in Review

Aveo Capital Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 1,385 shares — an estimated $461K sold.

Aveo Capital Partners first reported a position in DIA in Q4 2016 and held it in 3 quarters. The position peaked at $3.36M in Q4 2022. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Aveo Capital Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
Aveo Capital Partners sold 1,385 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $461K.
Aveo Capital Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 3 quarters.
Aveo Capital Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.36M in Q4 2022.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Aveo Capital Partners's 13F filing for Q2 2023, filed 8 Aug 2023.