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Coulter & Justus Financial Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Coulter & Justus Financial Services’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 		$434K Buy
+1,092
New +$421K 0.1% 67

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
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

Coulter & Justus Financial Services's DIA Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024: 1,092 shares worth $434K. The stake represents 0.1% of the portfolio and ranks #67 among its holdings.

1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

  • Coulter & Justus Financial Services held 1,092 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $434K as of Q1 2024.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Coulter & Justus Financial Services position in Q1 2024.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #67 holding.
  • 1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.