Better Money Decisions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-103	Closed	-$32K	–	152
2022 Q2	$32K	Buy	+103	New	+$33.7K	0.03%	175
2021 Q4	–	Sell	-101	Closed	-$34K	–	194
2021 Q3	$34K	Hold	101	–	–	0.03%	195
2021 Q2	$35K	Hold	101	–	–	0.03%	184
2021 Q1	$33K	Buy	+101	New	+$31.9K	0.03%	161

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

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

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

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

Better Money Decisions's DIA Position: Q3 2022 in Review

Better Money Decisions sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 103 shares — an estimated $32K sold.

Better Money Decisions first reported a position in DIA in Q1 2021 and held it in 4 quarters. The position peaked at $35K in Q2 2021. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Better Money Decisions reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 103 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $32K.
Better Money Decisions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 4 quarters.
Better Money Decisions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $35K in Q2 2021.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.