C2C Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

C2C 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
2024 Q1	–	Sell	-578	Closed	-$218K	–	91
2023 Q4	$218K	Buy	+578	New	+$202K	0.18%	100
2023 Q3	–	Sell	-578	Closed	-$200K	–	239
2023 Q2	$200K	Buy	+578	New	+$195K	0.03%	235
2023 Q1	–	Sell	-967	Closed	-$321K	–	239
2022 Q4	$321K	Buy	+967	New	+$314K	0.06%	131
2022 Q3	–	Sell	-648	Closed	-$206K	–	178
2022 Q2	$206K	Hold	648	–	–	0.04%	175
2022 Q1	$228K	Sell	648 -9	-1%	-$3.12K	0.04%	183
2021 Q4	$239K	Buy	+657	New	+$233K	0.03%	191

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

C2C Wealth Management's DIA Position: Q1 2024 in Review

C2C Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 578 shares — an estimated $218K sold.

C2C Wealth Management first reported a position in DIA in Q4 2021 and held it in 6 quarters. The position peaked at $321K in Q4 2022. 1,152 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

C2C Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
C2C Wealth Management sold 578 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $218K.
C2C Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 6 quarters.
C2C Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $321K in Q4 2022.
1,152 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on C2C Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.