Capstone Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Capstone Financial 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
2023 Q2	–	Sell	-1,256	Closed	-$418K	–	150
2023 Q1	$418K	Buy	+1,256	New	+$417K	0.03%	82
2022 Q3	–	Sell	-702	Closed	-$216K	–	147
2022 Q2	$216K	Hold	702	–	–	0.02%	110
2022 Q1	$243K	Hold	702	–	–	0.02%	108
2021 Q4	$255K	Hold	702	–	–	0.02%	108
2021 Q3	$237K	Hold	702	–	–	0.02%	111
2021 Q2	$242K	Hold	702	–	–	0.02%	115
2021 Q1	$232K	Hold	702	–	–	0.02%	105
2020 Q4	$215K	Buy	+702	New	+$204K	0.02%	102

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capstone Financial Advisors's DIA Position: Q2 2023 in Review

Capstone Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 1,256 shares — an estimated $418K sold.

Capstone Financial Advisors first reported a position in DIA in Q4 2020 and held it in 8 quarters. The position peaked at $418K in Q1 2023. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Capstone Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
Capstone Financial Advisors sold 1,256 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $418K.
Capstone Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 8 quarters.
Capstone Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $418K in Q1 2023.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Capstone Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.