AXS Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

AXS Investments’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 Q3	–	Sell	-2,370	Closed	-$815K	–	391
2023 Q2	$815K	Buy	+2,370	New	+$798K	0.22%	164
2021 Q3	–	Sell	-6,000	Closed	-$2.07M	–	135
2021 Q2	$2.07M	Buy	+6,000	New	+$2.05M	0.63%	42

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AXS Investments's DIA Position: Q3 2023 in Review

AXS Investments sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 2,370 shares — an estimated $815K sold.

AXS Investments first reported a position in DIA in Q2 2021 and held it in 2 quarters. The position peaked at $2.07M in Q2 2021. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

AXS Investments reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
AXS Investments sold 2,370 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $815K.
AXS Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 2 quarters.
AXS Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.07M in Q2 2021.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.