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

CIC Wealth’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 		$224K Hold
530
– – 0.06% 158
2024
Q2 		$207K Sell
530
-142
-21% -$55.1K 0.06% 156
2024
Q1 		$267K Hold
672
– – 0.08% 134
2023
Q4 		$253K Buy
+672
New +$235K 0.08% 134

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIC Wealth's DIA Position: Q3 2024 in Review

CIC Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2024 at 530 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #158.

CIC Wealth first reported a position in DIA in Q4 2023 and has held it in 4 quarters since. The position peaked at $267K in Q1 2024. 1,187 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

  • CIC Wealth held 530 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $224K as of Q3 2024.
  • CIC Wealth left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2024.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of CIC Wealth's portfolio in Q3 2024, its #158 holding.
  • CIC Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 4 quarters since.
  • CIC Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $267K in Q1 2024.
  • 1,187 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.