Caliber Wealth Management (Utah)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Caliber Wealth Management (Utah)’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	$335K	Buy	841 +4	+0.5%	+$1.54K	0.18%	53
2023 Q4	$316K	Buy	837 +4	+0.5%	+$1.4K	0.19%	52
2023 Q3	$279K	Buy	833 +4	+0.5%	+$1.39K	0.19%	52
2023 Q2	$285K	Buy	829 +4	+0.5%	+$1.35K	0.19%	52
2023 Q1	$274K	Hold	825	–	–	0.21%	53
2022 Q4	$273K	Hold	825	–	–	0.21%	82
2022 Q3	$237K	Hold	825	–	–	0.19%	60
2022 Q2	$254K	Buy	+825	New	+$270K	0.2%	59

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

Caliber Wealth Management (Utah)'s DIA Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.48% in Q1 2024, buying an estimated $1.54K and bringing the position to 841 shares worth $335K. The position accounts for 0.18% of the portfolio, ranked #53.

Caliber Wealth Management (Utah) first reported a position in DIA in Q2 2022 and has held it in 8 quarters since. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Caliber Wealth Management (Utah) held 841 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $335K as of Q1 2024.
Caliber Wealth Management (Utah) bought 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $1.54K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #53 holding.
Caliber Wealth Management (Utah) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and has held it in 8 quarters since.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.