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

Connectus 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 Q1	–	Sell	-5,883	Closed	-$2.22M	–	390
2023 Q4	$2.22M	Sell	5,883 -129	-2%	-$45.1K	0.05%	255
2023 Q3	$2.01M	Buy	6,012 +160	+3%	+$55.5K	0.04%	253
2023 Q2	$2.01M	Sell	5,852 -3	-0.1%	-$1.01K	0.05%	212
2023 Q1	$1.95M	Sell	5,855 -3,013	-34%	-$1M	0.05%	221
2022 Q4	$2.94M	Buy	8,868 +2,793	+46%	+$908K	0.07%	173
2022 Q3	$1.75M	Buy	+6,075	New	+$1.93M	0.04%	270

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

Connectus Wealth's DIA Position: Q1 2024 in Review

Connectus Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 5,883 shares — an estimated $2.22M sold.

Connectus Wealth first reported a position in DIA in Q3 2022 and held it in 6 quarters. The position peaked at $2.94M in Q4 2022. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Connectus Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 5,883 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $2.22M.
Connectus Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 6 quarters.
Connectus Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.94M in Q4 2022.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.