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Core Wealth Advisors (Florida)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Core Wealth Advisors (Florida)’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
-44
Closed -$17.6K – 103
2024
Q1 		$17.6K Hold
44
– – 0.01% 151
2023
Q4 		$16.6K Buy
44
+15
+52% +$5.24K 0.01% 149
2023
Q3 		$9.76K Buy
+29
New +$10.1K ﹤0.01% 160

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DIA Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 44 shares — an estimated $17.6K sold.

Core Wealth Advisors (Florida) first reported a position in DIA in Q3 2023 and held it in 3 quarters. The position peaked at $17.6K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 44 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $17.6K.
  • Core Wealth Advisors (Florida) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $17.6K 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 Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.