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

Buckingham Strategic 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
2024
Q2 		$3.07M Sell
7,845
-526
-6% -$204K 0.03% 189
2024
Q1 		$3.33M Buy
8,371
+327
+4% +$126K 0.04% 182
2023
Q4 		$3.03M Sell
8,044
-29
-0.4% -$10.1K 0.04% 186
2023
Q3 		$2.7M Sell
8,073
-596
-7% -$207K 0.04% 186
2023
Q2 		$2.98M Buy
8,669
+1,264
+17% +$425K 0.04% 177
2023
Q1 		$2.45M Hold
7,405
– – 0.04% 166
2022
Q4 		$2.45M Sell
7,405
-1,776
-19% -$577K 0.04% 166
2022
Q3 		$2.64M Sell
9,181
-18
-0.2% -$5.72K 0.05% 148
2022
Q2 		$2.83M Sell
9,199
-283
-3% -$92.5K 0.06% 146
2022
Q1 		$3.29M Buy
9,482
+822
+9% +$285K 0.06% 136
2021
Q4 		$3.15M Sell
8,660
-1,293
-13% -$459K 0.06% 142
2021
Q3 		$3.37M Sell
9,953
-683
-6% -$239K 0.07% 134
2021
Q2 		$3.67M Buy
10,636
+5,405
+103% +$1.84M 0.09% 120
2021
Q1 		$1.73M Buy
5,231
+767
+17% +$242K 0.09% 162
2020
Q4 		$1.36M Sell
4,464
-643
-13% -$187K 0.07% 188
2020
Q3 		$1.42M Sell
5,107
-601
-11% -$164K 0.11% 145
2020
Q2 		$1.47M Sell
5,708
-1,800
-24% -$443K 0.14% 117
2020
Q1 		$1.65M Buy
7,508
+1,422
+23% +$378K 0.16% 109
2019
Q4 		$1.74M Buy
6,086
+669
+12% +$184K 0.17% 101
2019
Q3 		$1.46M Sell
5,417
-947
-15% -$253K 0.16% 107
2019
Q2 		$1.69M Buy
6,364
+901
+16% +$235K 0.18% 98
2019
Q1 		$1.42M Buy
5,463
+489
+10% +$123K 0.18% 106
2018
Q4 		$1.16M Buy
4,974
+400
+9% +$99.8K 0.18% 103
2018
Q3 		$1.21M Sell
4,574
-550
-11% -$141K 0.19% 103
2018
Q2 		$1.24M Sell
5,124
-76
-1% -$18.7K 0.2% 104
2018
Q1 		$1.25M Buy
5,200
+1,514
+41% +$380K 0.24% 90
2017
Q4 		$912K Sell
3,686
-357
-9% -$84.6K 0.19% 113
2017
Q3 		$905K Sell
4,043
-1,386
-26% -$303K 0.22% 105
2017
Q2 		$1.16M Buy
5,429
+1,054
+24% +$221K 0.27% 89
2017
Q1 		$903K Buy
+4,375
New +$892K 0.26% 84
2016
Q3 		– Sell
-1,185
Closed -$212K – 233
2016
Q2 		$212K Buy
+1,185
New +$210K 0.07% 218

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Buckingham Strategic Wealth's DIA Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.3% in Q2 2024, selling an estimated $204K and leaving 7,845 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #189.

Buckingham Strategic Wealth first reported a position in DIA in Q2 2016 and has held it in 31 quarters since. The position peaked at $3.67M in Q2 2021. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

  • Buckingham Strategic Wealth held 7,845 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.07M as of Q2 2024.
  • Buckingham Strategic Wealth sold 526 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $204K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #189 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and has held it in 31 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.67M in Q2 2021.
  • 1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.