Cary Street Partners Investment Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-3,364	Closed	-$1.42M	–	559
2024 Q3	$1.42M	Sell	3,364 -35	-1%	-$14.2K	0.05%	316
2024 Q2	$1.33M	Sell	3,399 -81	-2%	-$31.4K	0.05%	308
2024 Q1	$1.38M	Buy	3,480 +1,911	+122%	+$736K	0.06%	296
2023 Q4	$591K	Hold	1,569	–	–	0.03%	394
2023 Q3	$526K	Sell	1,569 -6	-0.4%	-$2.08K	0.03%	384
2023 Q2	$542K	Hold	1,575	–	–	0.03%	346
2023 Q1	$524K	Sell	1,575 -651	-29%	-$216K	0.04%	330
2022 Q4	$738K	Buy	2,226 +651	+41%	+$212K	0.05%	280
2022 Q3	$452K	Buy	1,575 +1,399	+795%	+$445K	0.04%	330
2022 Q2	$54K	Buy	+176	New	+$57.6K	﹤0.01%	527
2020 Q4	–	Sell	-191	Closed	-$53K	–	473
2020 Q3	$53K	Buy	+191	New	+$52.2K	0.01%	483

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Cary Street Partners Investment Advisory's DIA Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 3,364 shares — an estimated $1.42M sold.

Cary Street Partners Investment Advisory first reported a position in DIA in Q3 2020 and held it in 11 quarters. The position peaked at $1.42M in Q3 2024. 1,296 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 3,364 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $1.42M.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and held it in 11 quarters.
Cary Street Partners Investment Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.42M in Q3 2024.
1,296 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.