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

Baystate Wealth 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 Q4	$154K	Buy	409 +161	+65%	+$56.3K	0.01%	227
2023 Q3	$83.1K	Sell	248 -12	-5%	-$4.16K	0.01%	275
2023 Q2	$89.7K	Buy	260 +15	+6%	+$5.05K	0.01%	270
2023 Q1	$81.7K	Buy	+245	New	+$81.4K	0.01%	276
2020 Q2	–	Sell	-23	Closed	-$5K	–	667
2020 Q1	$5K	Hold	23	–	–	﹤0.01%	425
2019 Q4	$6K	Hold	23	–	–	﹤0.01%	435
2019 Q3	$6K	Buy	23 +1	+5%	+$267	﹤0.01%	397
2019 Q2	$6K	Hold	22	–	–	﹤0.01%	404
2019 Q1	$6K	Hold	22	–	–	﹤0.01%	423
2018 Q4	$6K	Hold	22	–	–	﹤0.01%	421
2018 Q3	$6K	Hold	22	–	–	﹤0.01%	420
2018 Q2	$5K	Hold	22	–	–	﹤0.01%	445
2018 Q1	$5K	Hold	22	–	–	﹤0.01%	419
2017 Q4	$6K	Hold	22	–	–	﹤0.01%	407
2017 Q3	$5K	Hold	22	–	–	﹤0.01%	405
2017 Q2	$5K	Hold	22	–	–	﹤0.01%	407
2017 Q1	$5K	Hold	22	–	–	﹤0.01%	389
2016 Q4	$4K	Buy	+22	New	+$4.15K	﹤0.01%	365

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Baystate Wealth Management's DIA Position: Q4 2023 in Review

Baystate Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 65% in Q4 2023, buying an estimated $56.3K and bringing the position to 409 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #227.

Baystate Wealth Management first reported a position in DIA in Q4 2016 and has held it in 18 quarters since. 1,136 funds tracked by Wall St. Rank hold DIA as of Q4 2023.

Baystate Wealth Management held 409 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $154K as of Q4 2023.
Baystate Wealth Management bought 161 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2023, an estimated $56.3K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #227 holding.
Baystate Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 18 quarters since.
1,136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.