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

Baldrige Asset 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
2023 Q1	$48K	Hold	145	–	–	0.02%	178
2022 Q4	$48K	Buy	145 +10	+7%	+$3.25K	0.02%	177
2022 Q3	$39K	Hold	135	–	–	0.02%	179
2022 Q2	$42K	Hold	135	–	–	0.02%	177
2022 Q1	$47K	Hold	135	–	–	0.02%	181
2021 Q4	$49K	Hold	135	–	–	0.02%	168
2021 Q3	$46K	Hold	135	–	–	0.02%	169
2021 Q2	$47K	Buy	+135	New	+$46.1K	0.02%	169

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

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

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

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

Baldrige Asset Management's DIA Position: Q1 2023 in Review

Baldrige Asset Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2023 at 145 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #178.

Baldrige Asset Management first reported a position in DIA in Q2 2021 and has held it in 8 quarters since. The position peaked at $49K in Q4 2021. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Baldrige Asset Management held 145 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $48K as of Q1 2023.
Baldrige Asset Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Baldrige Asset Management's portfolio in Q1 2023, its #178 holding.
Baldrige Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $49K in Q4 2021.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.