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

Axim Planning & 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
2022
Q4 		– Sell
-200
Closed -$57K – 59
2022
Q3 		$57K Hold
200
– – 0.06% 42
2022
Q2 		$62K Buy
+200
New +$65.4K 0.05% 35

Other funds holding DIA

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Axim Planning & Wealth's DIA Position: Q4 2022 in Review

Axim Planning & Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 200 shares — an estimated $57K sold.

Axim Planning & Wealth first reported a position in DIA in Q2 2022 and held it in 2 quarters. The position peaked at $62K in Q2 2022. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

  • Axim Planning & Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 200 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $57K.
  • Axim Planning & Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $62K in Q2 2022.
  • 1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.