Capital Directions Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Capital Directions Investment Advisors’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
2022 Q4	$56.7K	Buy	+171	New	+$55.6K	0.02%	115
2022 Q3	–	Sell	-171	Closed	-$54.4K	–	113
2022 Q2	$53K	Hold	171	–	–	0.02%	125
2022 Q1	$59K	Buy	+171	New	+$59.3K	0.02%	133
2021 Q4	–	Sell	-171	Closed	-$58K	–	100
2021 Q3	$58K	Hold	171	–	–	0.02%	130
2021 Q2	$59K	Buy	+171	New	+$58.4K	0.02%	116
2021 Q1	–	Sell	-171	Closed	-$52K	–	224
2020 Q4	$52K	Hold	171	–	–	0.02%	112
2020 Q3	$47K	Hold	171	–	–	0.02%	113
2020 Q2	$44K	Hold	171	–	–	0.02%	113
2020 Q1	$37K	Hold	171	–	–	0.02%	126
2019 Q4	$49K	Hold	171	–	–	0.02%	134
2019 Q3	$46K	Sell	171 -3,320	-95%	-$886K	0.02%	131
2019 Q2	$928K	Hold	3,491	–	–	0.32%	22
2019 Q1	$905K	Sell	3,491 -80	-2%	-$20.1K	0.3%	23
2018 Q4	$833K	Sell	3,571 -931	-21%	-$232K	0.29%	24
2018 Q3	$1.19M	Buy	+4,502	New	+$1.15M	0.36%	17

Other funds holding DIA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Capital Directions Investment Advisors's DIA Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022: 171 shares worth $56.7K. The stake represents 0.02% of the portfolio and ranks #115 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in DIA as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in DIA in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.19M in Q3 2018. 1,023 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Capital Directions Investment Advisors held 171 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $56.7K as of Q4 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Capital Directions Investment Advisors position in Q4 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #115 holding.
Capital Directions Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 15 quarters since.
Capital Directions Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.19M in Q3 2018.
1,023 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.