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

Baldwin Wealth 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
2024 Q3	–	Sell	-5	Closed	-$1.96K	–	1105
2024 Q2	$1.96K	Buy	+5	New	+$1.94K	﹤0.01%	660
2016 Q4	–	Sell	-372	Closed	-$68K	–	515
2016 Q3	$68K	Buy	+372	New	+$68.3K	0.01%	274

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Baldwin Wealth Partners's DIA Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 5 shares — an estimated $1.96K sold.

Baldwin Wealth Partners first reported a position in DIA in Q3 2016 and held it in 2 quarters. The position peaked at $68K in Q3 2016. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 5 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $1.96K.
Baldwin Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2016 and held it in 2 quarters.
Baldwin Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $68K in Q3 2016.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.