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

CFM Wealth 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	-687	Closed	-$273K	–	148
2024 Q1	$273K	Hold	687	–	–	0.05%	137
2023 Q4	$259K	Hold	687	–	–	0.06%	146
2023 Q3	$230K	Hold	687	–	–	0.06%	131
2023 Q2	$236K	Hold	687	–	–	0.06%	154
2023 Q1	$229K	Hold	687	–	–	0.06%	143
2022 Q4	$228K	Buy	+687	New	+$223K	0.07%	149
2022 Q3	–	Sell	-687	Closed	-$211K	–	155
2022 Q2	$211K	Hold	687	–	–	0.06%	159
2022 Q1	$238K	Hold	687	–	–	0.06%	170
2021 Q4	$251K	Hold	687	–	–	0.06%	158
2021 Q3	$232K	Hold	687	–	–	0.06%	165
2021 Q2	$237K	Hold	687	–	–	0.06%	155
2021 Q1	$227K	Hold	687	–	–	0.07%	149
2020 Q4	$210K	Buy	+687	New	+$200K	0.07%	152
2020 Q3	–	Sell	-687	Closed	-$177K	–	239
2020 Q2	$177K	Hold	687	–	–	0.07%	159
2020 Q1	$151K	Buy	+687	New	+$182K	0.07%	158

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

CFM Wealth Partners's DIA Position: Q2 2024 in Review

CFM Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 687 shares — an estimated $273K sold.

CFM Wealth Partners first reported a position in DIA in Q1 2020 and held it in 15 quarters. The position peaked at $273K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

CFM Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
CFM Wealth Partners sold 687 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $273K.
CFM Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and held it in 15 quarters.
CFM Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $273K in Q1 2024.
1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on CFM Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.