Carmichael Hill & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Carmichael Hill & Associates’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 Q3	$20.7K	Hold	49	–	–	0.01%	502
2024 Q2	$19.2K	Hold	49	–	–	0.01%	492
2024 Q1	$19.5K	Hold	49	–	–	0.01%	484
2023 Q4	$18.5K	Hold	49	–	–	0.01%	493
2023 Q3	$16.4K	Hold	49	–	–	0.01%	496
2023 Q2	$16.8K	Sell	49 -130	-73%	-$43.8K	0.01%	497
2023 Q1	$59.5K	Buy	179 +130	+265%	+$43.2K	0.03%	296
2022 Q4	$16.2K	Hold	49	–	–	0.01%	493
2022 Q3	$14K	Hold	49	–	–	0.01%	520
2022 Q2	$15K	Hold	49	–	–	0.01%	506
2022 Q1	$17K	Hold	49	–	–	0.01%	520
2021 Q4	$18K	Hold	49	–	–	0.01%	530
2021 Q3	$17K	Hold	49	–	–	0.01%	530
2021 Q2	$17K	Hold	49	–	–	0.01%	533
2021 Q1	$16K	Hold	49	–	–	0.01%	527
2020 Q4	$15K	Hold	49	–	–	0.01%	509
2020 Q3	$14K	Hold	49	–	–	0.01%	477
2020 Q2	$13K	Hold	49	–	–	0.01%	463
2020 Q1	$11K	Hold	49	–	–	0.01%	444
2019 Q4	$14K	Buy	+49	New	+$13.5K	0.01%	438

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carmichael Hill & Associates's DIA Position: Q3 2024 in Review

Carmichael Hill & Associates held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2024 at 49 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #502.

Carmichael Hill & Associates first reported a position in DIA in Q4 2019 and has held it in 20 quarters since. The position peaked at $59.5K in Q1 2023. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Carmichael Hill & Associates held 49 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $20.7K as of Q3 2024.
Carmichael Hill & Associates left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #502 holding.
Carmichael Hill & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $59.5K in Q1 2023.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.