Beck Bode LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Beck Bode LLC’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
2022 Q4	–	Sell	-762	Closed	-$219K	–	211
2022 Q3	$219K	Buy	762 +22	+3%	+$6.99K	0.05%	167
2022 Q2	$228K	Buy	740 +22	+3%	+$7.19K	0.05%	168
2022 Q1	$249K	Buy	+718	New	+$249K	0.06%	133
2021 Q3	–	Sell	-150	Closed	-$52K	–	139
2021 Q2	$52K	Buy	+150	New	+$51.2K	0.01%	131
2020 Q4	–	Sell	-300	Closed	-$83K	–	82
2020 Q3	$83K	Buy	+300	New	+$82K	0.03%	85

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Beck Bode LLC's DIA Position: Q4 2022 in Review

Beck Bode LLC sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 762 shares — an estimated $219K sold.

Beck Bode LLC first reported a position in DIA in Q3 2020 and held it in 5 quarters. The position peaked at $249K in Q1 2022. 1,023 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Beck Bode LLC reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
Beck Bode LLC sold 762 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $219K.
Beck Bode LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and held it in 5 quarters.
Beck Bode LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $249K in Q1 2022.
1,023 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Beck Bode LLC's 13F filing for Q4 2022, filed 8 Feb 2023.