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

Column Capital 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
2023 Q3	$104K	Hold	310	–	–	0.02%	215
2023 Q2	$107K	Hold	310	–	–	0.02%	214
2023 Q1	$103K	Hold	310	–	–	0.02%	218
2022 Q4	$103K	Hold	310	–	–	0.02%	201
2022 Q3	$89K	Hold	310	–	–	0.02%	198
2022 Q2	$95K	Hold	310	–	–	0.02%	195
2022 Q1	$108K	Hold	310	–	–	0.02%	187
2021 Q4	$113K	Hold	310	–	–	0.02%	193
2021 Q3	$105K	Hold	310	–	–	0.02%	180
2021 Q2	$107K	Hold	310	–	–	0.02%	180
2021 Q1	$102K	Hold	310	–	–	0.02%	178
2020 Q4	$95K	Hold	310	–	–	0.02%	172
2020 Q3	$86K	Hold	310	–	–	0.03%	171
2020 Q2	$79K	Hold	310	–	–	0.03%	181
2020 Q1	$68K	Hold	310	–	–	0.03%	162
2019 Q4	$88K	Buy	+310	New	+$85.4K	0.04%	161

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Column Capital Advisors's DIA Position: Q3 2023 in Review

Column Capital Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2023 at 310 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #215.

Column Capital Advisors first reported a position in DIA in Q4 2019 and has held it in 16 quarters since. The position peaked at $113K in Q4 2021. 1,027 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Column Capital Advisors held 310 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $104K as of Q3 2023.
Column Capital Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #215 holding.
Column Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $113K in Q4 2021.
1,027 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.