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

Castleview Partners’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	–	Sell	-11	Closed	-$4.3K	–	632
2024 Q2	$4.3K	Hold	11	–	–	﹤0.01%	642
2024 Q1	$4.21K	Hold	11	–	–	﹤0.01%	660
2023 Q4	$3.97K	Buy	+11	New	+$3.84K	﹤0.01%	609
2023 Q2	–	Sell	-10	Closed	-$3.39K	–	694
2023 Q1	$3.39K	Hold	10	–	–	﹤0.01%	534
2022 Q4	$3.42K	Hold	10	–	–	﹤0.01%	478
2022 Q3	$3K	Sell	10 -24	-71%	-$7.63K	﹤0.01%	490
2022 Q2	$14.1K	Buy	34 +24	+240%	+$7.85K	0.01%	426
2022 Q1	$3K	Buy	+10	New	+$3.47K	﹤0.01%	606
2021 Q2	$38K	Buy	+110	New	+$37.5K	0.02%	458

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

Castleview Partners's DIA Position: Q3 2024 in Review

Castleview Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 11 shares — an estimated $4.3K sold.

Castleview Partners first reported a position in DIA in Q2 2021 and held it in 9 quarters. The position peaked at $38K in Q2 2021. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Castleview Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 11 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $4.3K.
Castleview Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 9 quarters.
Castleview Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $38K in Q2 2021.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.