Blackston Financial Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Blackston Financial Advisory Group’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
2024 Q1	–	Sell	-2,160	Closed	-$814K	–	70
2023 Q4	$814K	Sell	2,160 -857	-28%	-$299K	0.52%	28
2023 Q3	$1.01M	Buy	3,017 +977	+48%	+$339K	0.7%	21
2023 Q2	$701K	Sell	2,040 -1	-0%	-$337	0.51%	29
2023 Q1	$679K	Sell	2,041 -62	-3%	-$20.6K	0.51%	34
2022 Q4	$697K	Buy	2,103 +176	+9%	+$57.2K	0.51%	32
2022 Q3	$631K	Buy	1,927 +883	+85%	+$281K	0.44%	32
2022 Q2	$327K	Buy	+1,044	New	+$341K	0.21%	62

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

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

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

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

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

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

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

Blackston Financial Advisory Group's DIA Position: Q1 2024 in Review

Blackston Financial Advisory Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 2,160 shares — an estimated $814K sold.

Blackston Financial Advisory Group first reported a position in DIA in Q2 2022 and held it in 7 quarters. The position peaked at $1.01M in Q3 2023. 1,152 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Blackston Financial Advisory Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Blackston Financial Advisory Group sold 2,160 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $814K.
Blackston Financial Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and held it in 7 quarters.
Blackston Financial Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.01M in Q3 2023.
1,152 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2024, filed 15 May 2024.