Cetera Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cetera Advisors’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 Q1	$28.1M	Buy	70,702 +40,058	+131%	+$15.4M	0.22%	92
2023 Q4	$11.5M	Buy	30,644 +6,053	+25%	+$2.12M	0.16%	130
2023 Q3	$8.24M	Buy	24,591 +797	+3%	+$276K	0.13%	166
2023 Q2	$8.18M	Buy	23,794 +387	+2%	+$130K	0.13%	164
2023 Q1	$7.79M	Buy	23,407 +3,084	+15%	+$1.02M	0.13%	166
2022 Q4	$6.73M	Buy	20,323 +2,943	+17%	+$957K	0.12%	181
2022 Q3	$4.99M	Buy	17,380 +1,012	+6%	+$322K	0.13%	174
2022 Q2	$5.04M	Sell	16,368 -3,678	-18%	-$1.2M	0.11%	180
2022 Q1	$6.95M	Sell	20,046 -32,886	-62%	-$11.4M	0.14%	148
2021 Q4	$19.2M	Sell	52,932 -7,132	-12%	-$2.53M	0.39%	47
2021 Q3	$20.3M	Buy	60,064 +10,751	+22%	+$3.76M	0.4%	45
2021 Q2	$17M	Buy	49,313 +5,536	+13%	+$1.89M	0.4%	45
2021 Q1	$14.5M	Buy	43,777 +31,677	+262%	+$10M	0.4%	45
2020 Q4	$3.7M	Buy	12,100 +747	+7%	+$217K	0.12%	174
2020 Q3	$3.15M	Sell	11,353 -618	-5%	-$169K	0.12%	173
2020 Q2	$3.09M	Sell	11,971 -930	-7%	-$229K	0.13%	159
2020 Q1	$2.83M	Buy	12,901 +3,014	+30%	+$801K	0.15%	148
2019 Q4	$2.82M	Sell	9,887 -18,242	-65%	-$5.03M	0.12%	170
2019 Q3	$7.57M	Buy	28,129 +1,054	+4%	+$281K	0.33%	62
2019 Q2	$7.19M	Buy	27,075 +305	+1%	+$79.6K	0.32%	66
2019 Q1	$6.93M	Buy	26,770 +52	+0.2%	+$13.1K	0.34%	58
2018 Q4	$6.23M	Sell	26,718 -9,095	-25%	-$2.27M	0.36%	60
2018 Q3	$9.47M	Sell	35,813 -2,934	-8%	-$751K	0.46%	36
2018 Q2	$9.41M	Sell	38,747 -1,297	-3%	-$318K	0.54%	29
2018 Q1	$9.68M	Buy	40,044 +4,235	+12%	+$1.06M	0.58%	28
2017 Q4	$8.85M	Buy	35,809 +17,984	+101%	+$4.26M	0.54%	30
2017 Q3	$3.99M	Sell	17,825 -209	-1%	-$45.7K	0.24%	100
2017 Q2	$3.86M	Sell	18,034 -4,361	-19%	-$915K	0.24%	96
2017 Q1	$4.63M	Sell	22,395 -656	-3%	-$134K	0.31%	73
2016 Q4	$4.56M	Buy	23,051 +8,039	+54%	+$1.52M	0.34%	64
2016 Q3	$2.74M	Sell	15,012 -2,904	-16%	-$533K	0.21%	107
2016 Q2	$3.21M	Sell	17,916 -668	-4%	-$119K	0.25%	89
2016 Q1	$3.28M	Sell	18,584 -88	-0.5%	-$14.7K	0.27%	86
2015 Q4	$3.25M	Sell	18,672 -234	-1%	-$40.9K	0.27%	88
2015 Q3	$3.07M	Sell	18,906 -4,525	-19%	-$772K	0.29%	77
2015 Q2	$4.13M	Sell	23,431 -11,749	-33%	-$2.11M	0.35%	67
2015 Q1	$6.25M	Buy	35,180 +10,891	+45%	+$1.94M	0.58%	31
2014 Q4	$4.33M	Buy	24,289 +15,293	+170%	+$2.65M	0.42%	50
2014 Q3	$1.53M	Sell	8,996 -634	-7%	-$107K	0.12%	156
2014 Q2	$1.62M	Buy	9,630 +1,854	+24%	+$307K	0.18%	144
2014 Q1	$1.28M	Sell	7,776 -443	-5%	-$71.6K	0.18%	132
2013 Q4	$1.36M	Buy	8,219 +1,033	+14%	+$162K	0.2%	120
2013 Q3	$1.09M	Sell	7,186 -485	-6%	-$74K	0.19%	128
2013 Q2	$1.14M	Buy	+7,671	New	+$1.15M	0.24%	120

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

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

Jane Street New York $777B AUM 61.18% 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

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

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

Cetera Advisors's DIA Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 131% in Q1 2024, buying an estimated $15.4M and bringing the position to 70,702 shares worth $28.1M. The position accounts for 0.22% of the portfolio, ranked #92.

Cetera Advisors first reported a position in DIA in Q2 2013 and has held it in 44 quarters since. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Cetera Advisors held 70,702 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $28.1M as of Q1 2024.
Cetera Advisors bought 40,058 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $15.4M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.22% of Cetera Advisors's portfolio in Q1 2024, its #92 holding.
Cetera Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 44 quarters since.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.