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

Avion Wealth’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 Q1	–	Sell	-48	Closed	-$18K	–	1169
2023 Q4	$18K	Hold	48	–	–	0.01%	218
2023 Q3	$16K	Hold	48	–	–	﹤0.01%	227
2023 Q2	$16K	Sell	48 -25	-34%	-$8.41K	﹤0.01%	252
2023 Q1	$24K	Hold	73	–	–	0.01%	197
2022 Q4	$20K	Hold	73	–	–	0.01%	208
2022 Q3	$21K	Hold	73	–	–	0.01%	207
2022 Q2	$22K	Hold	73	–	–	0.01%	197
2022 Q1	$25K	Hold	73	–	–	0.01%	168
2021 Q4	$27K	Hold	73	–	–	0.01%	161
2021 Q3	$25K	Hold	73	–	–	0.01%	170
2021 Q2	$25K	Hold	73	–	–	0.01%	161
2021 Q1	$24K	Hold	73	–	–	0.01%	159
2020 Q4	$22K	Hold	73	–	–	0.01%	176
2020 Q3	$20K	Buy	73 +25	+52%	+$6.83K	0.01%	139
2020 Q2	$12K	Hold	48	–	–	﹤0.01%	155
2020 Q1	$11K	Buy	+48	New	+$12.8K	﹤0.01%	154

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

Jane Street New York $777B AUM 61.18% 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

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

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

Avion Wealth's DIA Position: Q1 2024 in Review

Avion Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 48 shares — an estimated $18K sold.

Avion Wealth first reported a position in DIA in Q1 2020 and held it in 16 quarters. The position peaked at $27K in Q4 2021. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Avion Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Avion Wealth sold 48 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $18K.
Avion Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and held it in 16 quarters.
Avion Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $27K in Q4 2021.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.