Baugh & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Baugh & Associates’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	-384	Closed	-$204K	–	41
2024 Q2	$204K	Sell	384 -136	-26%	-$52.8K	0.11%	39
2024 Q1	$207K	Buy	+520	New	+$200K	0.11%	40

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

Baugh & Associates's DIA Position: Q3 2024 in Review

Baugh & Associates sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 384 shares — an estimated $204K sold.

Baugh & Associates first reported a position in DIA in Q1 2024 and held it in 2 quarters. The position peaked at $207K in Q1 2024. 1,186 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Baugh & Associates reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
Baugh & Associates sold 384 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $204K.
Baugh & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and held it in 2 quarters.
Baugh & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $207K in Q1 2024.
1,186 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Baugh & Associates's 13F filing for Q3 2024, filed 31 Oct 2024.