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

Cedar Brook Financial 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 Q2	–	Sell	-665	Closed	-$265K	–	112
2024 Q1	$265K	Hold	665	–	–	0.05%	342
2023 Q4	$251K	Hold	665	–	–	0.06%	331
2023 Q3	$223K	Buy	665 +1	+0.2%	+$347	0.06%	325
2023 Q2	$228K	Buy	+664	New	+$223K	0.05%	348
2021 Q1	–	Sell	-1,133	Closed	-$346K	–	326
2020 Q4	$346K	Hold	1,133	–	–	0.12%	191
2020 Q3	$314K	Buy	1,133 +50	+5%	+$13.7K	0.12%	192
2020 Q2	$279K	Hold	1,083	–	–	0.12%	203
2020 Q1	$237K	Sell	1,083 -502	-32%	-$133K	0.13%	197
2019 Q4	$452K	Buy	1,585 +92	+6%	+$25.3K	0.19%	145
2019 Q3	$402K	Buy	1,493 +683	+84%	+$182K	0.18%	175
2019 Q2	$215K	Buy	+810	New	+$211K	0.1%	269

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

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

Cedar Brook Financial Partners's DIA Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 665 shares — an estimated $265K sold.

Cedar Brook Financial Partners first reported a position in DIA in Q2 2019 and held it in 11 quarters. The position peaked at $452K in Q4 2019. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

Cedar Brook Financial Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 665 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $265K.
Cedar Brook Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and held it in 11 quarters.
Cedar Brook Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $452K in Q4 2019.
1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.