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

BDO Wealth Advisors’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 Q2	$102K	Sell	298 -2	-0.7%	-$673	0.01%	339
2023 Q1	$99.8K	Hold	300	–	–	0.01%	326
2022 Q4	$99.4K	Sell	300 -223	-43%	-$72.5K	0.01%	333
2022 Q3	$150K	Buy	523 +15	+3%	+$4.77K	0.02%	281
2022 Q2	$156K	Hold	508	–	–	0.02%	280
2022 Q1	$176K	Sell	508 -120	-19%	-$41.6K	0.02%	283
2021 Q4	$228K	Sell	628 -50	-7%	-$17.8K	0.02%	264
2021 Q3	$229K	Buy	678 +130	+24%	+$45.4K	0.03%	265
2021 Q2	$189K	Buy	548 +23	+4%	+$7.85K	0.02%	296
2021 Q1	$173K	Hold	525	–	–	0.02%	305
2020 Q4	$161K	Hold	525	–	–	0.02%	250
2020 Q3	$146K	Buy	525 +10	+2%	+$2.73K	0.02%	243
2020 Q2	$133K	Sell	515 -160	-24%	-$39.3K	0.02%	253
2020 Q1	$148K	Buy	675 +515	+322%	+$137K	0.03%	232
2019 Q4	$46K	Hold	160	–	–	0.01%	305
2019 Q3	$43K	Hold	160	–	–	0.01%	328
2019 Q2	$43K	Hold	160	–	–	0.01%	322
2019 Q1	$41K	Buy	+160	New	+$40.2K	0.01%	302

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BDO Wealth Advisors's DIA Position: Q2 2023 in Review

BDO Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.67% in Q2 2023, selling an estimated $673 and leaving 298 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #339.

BDO Wealth Advisors first reported a position in DIA in Q1 2019 and has held it in 18 quarters since. The position peaked at $229K in Q3 2021. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

BDO Wealth Advisors held 298 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $102K as of Q2 2023.
BDO Wealth Advisors sold 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $673.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #339 holding.
BDO Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and has held it in 18 quarters since.
BDO Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $229K in Q3 2021.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.