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

Barometer Capital 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	–	Sell	-2,100	Closed	-$695K	–	123
2022 Q4	$695K	Buy	+2,100	New	+$683K	0.21%	75
2018 Q3	–	Sell	-16,545	Closed	-$4.02M	–	151
2018 Q2	$4.02M	Buy	+16,545	New	+$4.06M	0.34%	104
2017 Q2	–	Sell	-45	Closed	-$9K	–	156
2017 Q1	$9K	Buy	+45	New	+$9.18K	﹤0.01%	140

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

Barometer Capital Management's DIA Position: Q1 2023 in Review

Barometer Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 2,100 shares — an estimated $695K sold.

Barometer Capital Management first reported a position in DIA in Q1 2017 and held it in 3 quarters. The position peaked at $4.02M in Q2 2018. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Barometer Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
Barometer Capital Management sold 2,100 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $695K.
Barometer Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and held it in 3 quarters.
Barometer Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.02M in Q2 2018.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Barometer Capital Management's 13F filing for Q1 2023, filed 11 May 2023.