Brandywine Oak Private Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Brandywine Oak Private Wealth’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 Q1	–	Sell	-619	Closed	-$205K	–	254
2022 Q4	$205K	Buy	+619	New	+$201K	0.03%	240
2022 Q2	–	Sell	-615	Closed	-$213K	–	325
2022 Q1	$213K	Buy	615 +1	+0.2%	+$347	0.02%	326
2021 Q4	$223K	Buy	614 +1	+0.2%	+$355	0.02%	323
2021 Q3	$207K	Buy	613 +1	+0.2%	+$349	0.02%	326
2021 Q2	$211K	Buy	+612	New	+$209K	0.02%	326
2019 Q1	–	Sell	-249	Closed	-$58K	–	307
2018 Q4	$58K	Buy	+249	New	+$62.1K	0.01%	345

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

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

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

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

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

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

Brandywine Oak Private Wealth's DIA Position: Q1 2023 in Review

Brandywine Oak Private Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 619 shares — an estimated $205K sold.

Brandywine Oak Private Wealth first reported a position in DIA in Q4 2018 and held it in 6 quarters. The position peaked at $223K in Q4 2021. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Brandywine Oak Private Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
Brandywine Oak Private Wealth sold 619 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $205K.
Brandywine Oak Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 6 quarters.
Brandywine Oak Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $223K in Q4 2021.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2023, filed 10 May 2023.