Chelsea Counsel Company’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Chelsea Counsel Company’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	–	Sell	-1,500	Closed	-$649K	–	190
2024 Q3	$637K	Hold	1,500	–	–	0.31%	62
2024 Q2	$588K	Hold	1,500	–	–	0.29%	63
2024 Q1	$598K	Hold	1,500	–	–	0.34%	50
2023 Q4	$567K	Sell	1,500 -1,500	-50%	-$524K	0.3%	61
2023 Q3	$1.01M	Hold	3,000	–	–	0.52%	43
2023 Q2	$1.03M	Hold	3,000	–	–	0.51%	43
2023 Q1	$1M	Hold	3,000	–	–	0.49%	47
2022 Q4	$996K	Buy	+3,000	New	+$975K	0.5%	50

Other funds holding DIA

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Chelsea Counsel Company's DIA Position: Q4 2024 in Review

Chelsea Counsel Company sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 1,500 shares — an estimated $649K sold.

Chelsea Counsel Company first reported a position in DIA in Q4 2022 and held it in 8 quarters. The position peaked at $1.03M in Q2 2023. 1,295 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Chelsea Counsel Company reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
Chelsea Counsel Company sold 1,500 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $649K.
Chelsea Counsel Company first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 8 quarters.
Chelsea Counsel Company's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.03M in Q2 2023.
1,295 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Chelsea Counsel Company's 13F filing for Q4 2024, filed 27 Feb 2025.