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

BerganKDV 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 Q2	$5.5K	Hold	16	–	–	﹤0.01%	600
2023 Q1	$5.32K	Hold	16	–	–	﹤0.01%	688
2022 Q4	$5.3K	Hold	16	–	–	﹤0.01%	668
2022 Q3	$5K	Hold	16	–	–	﹤0.01%	672
2022 Q2	$5K	Hold	16	–	–	﹤0.01%	696
2022 Q1	$6K	Hold	16	–	–	﹤0.01%	688
2021 Q4	$6K	Hold	16	–	–	﹤0.01%	747
2021 Q3	$5K	Buy	+16	New	+$5.59K	﹤0.01%	744
2020 Q1	–	Sell	-118	Closed	-$34K	–	935
2019 Q4	$34K	Hold	118	–	–	0.01%	386
2019 Q3	$32K	Hold	118	–	–	0.01%	373
2019 Q2	$31K	Hold	118	–	–	0.01%	375
2019 Q1	$31K	Sell	118 -40	-25%	-$10.1K	0.01%	384
2018 Q4	$37K	Hold	158	–	–	0.01%	334
2018 Q3	$42K	Hold	158	–	–	0.01%	339
2018 Q2	$38K	Buy	+158	New	+$38.8K	0.01%	351

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

BerganKDV Wealth Management's DIA Position: Q2 2023 in Review

BerganKDV Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2023 at 16 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

BerganKDV Wealth Management first reported a position in DIA in Q2 2018 and has held it in 15 quarters since. The position peaked at $42K in Q3 2018. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

BerganKDV Wealth Management held 16 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.5K as of Q2 2023.
BerganKDV Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #600 holding.
BerganKDV Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2018 and has held it in 15 quarters since.
BerganKDV Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $42K in Q3 2018.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.