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

Cassady Schiller 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	$266K	Hold	626	–	–	0.1%	101
2024 Q3	$265K	Hold	626	–	–	0.1%	100
2024 Q2	$245K	Hold	626	–	–	0.1%	101
2024 Q1	$249K	Hold	626	–	–	0.11%	99
2023 Q4	$236K	Hold	626	–	–	0.12%	95
2023 Q3	$210K	Hold	626	–	–	0.12%	98
2023 Q2	$215K	Hold	626	–	–	0.12%	100
2023 Q1	$208K	Buy	626 +1	+0.2%	+$332	0.1%	101
2022 Q4	$207K	Buy	+625	New	+$203K	0.13%	97
2022 Q2	–	Sell	-624	Closed	-$216K	–	106
2022 Q1	$216K	Buy	624 +1	+0.2%	+$347	0.1%	105
2021 Q4	$226K	Buy	+623	New	+$221K	0.14%	98

Other funds holding DIA

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $377B AUM 19.32% 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

Cassady Schiller Wealth Management's DIA Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2024 at 626 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #101.

Cassady Schiller Wealth Management first reported a position in DIA in Q4 2021 and has held it in 11 quarters since. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Cassady Schiller Wealth Management held 626 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $266K as of Q4 2024.
Cassady Schiller Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #101 holding.
Cassady Schiller Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 11 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 Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.