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

Campbell 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
Q4 		$71.8M Buy
168,821
+5,819
+4% +$2.52M 6.46% 5
2024
Q3 		$69M Buy
163,002
+4,382
+3% +$1.78M 6.14% 6
2024
Q2 		$62M Buy
158,620
+8,260
+5% +$3.21M 20.03% 2
2024
Q1 		$59.8M Buy
150,360
+67,684
+82% +$26.1M 5.94% 6
2023
Q4 		$31.2M Buy
82,676
+1,610
+2% +$563K 3.7% 8
2023
Q3 		$27.2M Sell
81,066
-1,711
-2% -$593K 3.31% 9
2023
Q2 		$28.5M Buy
82,777
+2,090
+3% +$703K 3.66% 8
2023
Q1 		$26.8M Buy
80,687
+1,908
+2% +$634K 3.36% 9
2022
Q4 		$26.1M Sell
78,779
-137
-0.2% -$44.5K 3.63% 9
2022
Q3 		$22.7M Buy
78,916
+1,118
+1% +$355K 3.28% 8
2022
Q2 		$23.9M Buy
77,798
+1,755
+2% +$574K 3.35% 9
2022
Q1 		$26.4M Buy
76,043
+10
+0% +$3.47K 3.21% 10
2021
Q4 		$27.6M Buy
76,033
+3,133
+4% +$1.11M 3.16% 10
2021
Q3 		$24.7M Buy
72,900
+1,762
+2% +$615K 3.3% 9
2021
Q2 		$24.5M Buy
71,138
+25,650
+56% +$8.76M 3.32% 9
2021
Q1 		$15M Buy
45,488
+2,077
+5% +$656K 2.06% 13
2020
Q4 		$13.3M Buy
43,411
+1,377
+3% +$401K 1.94% 13
2020
Q3 		$11.7M Buy
42,034
+1,261
+3% +$344K 1.91% 13
2020
Q2 		$10.5M Buy
40,773
+2,773
+7% +$682K 1.83% 13
2020
Q1 		$8.33M Buy
38,000
+2,343
+7% +$622K 1.82% 12
2019
Q4 		$10.2M Buy
35,657
+1,602
+5% +$441K 2.04% 12
2019
Q3 		$9.17M Buy
34,055
+2,113
+7% +$564K 2.04% 12
2019
Q2 		$8.49M Buy
31,942
+2,306
+8% +$602K 2.04% 12
2019
Q1 		$7.68M Buy
29,636
+1,186
+4% +$298K 2.04% 12
2018
Q4 		$6.63M Buy
+28,450
New +$7.1M 2.05% 12

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Campbell Wealth Management's DIA Position: Q4 2024 in Review

Campbell Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.6% in Q4 2024, buying an estimated $2.52M and bringing the position to 168,821 shares worth $71.8M. The position accounts for 6.46% of the portfolio, ranked #5.

Campbell Wealth Management first reported a position in DIA in Q4 2018 and has held it in 25 quarters since. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • Campbell Wealth Management held 168,821 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $71.8M as of Q4 2024.
  • Campbell Wealth Management bought 5,819 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $2.52M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 6.46% of Campbell Wealth Management's portfolio in Q4 2024, its #5 holding.
  • Campbell Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 25 quarters since.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.