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

Cranbrook Wealth Management’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
2022 Q4	–	Sell	-20	Closed	-$6K	–	296
2022 Q3	$6K	Hold	20	–	–	﹤0.01%	259
2022 Q2	$6K	Hold	20	–	–	﹤0.01%	260
2022 Q1	$7K	Hold	20	–	–	﹤0.01%	288
2021 Q4	$7K	Hold	20	–	–	﹤0.01%	301
2021 Q3	$7K	Hold	20	–	–	﹤0.01%	311
2021 Q2	$7K	Hold	20	–	–	﹤0.01%	297
2021 Q1	$7K	Hold	20	–	–	﹤0.01%	312
2020 Q4	$6K	Sell	20 -27	-57%	-$7.86K	﹤0.01%	260
2020 Q3	$13K	Hold	47	–	–	﹤0.01%	200
2020 Q2	$12K	Hold	47	–	–	﹤0.01%	196
2020 Q1	$10K	Hold	47	–	–	﹤0.01%	195
2019 Q4	$13K	Hold	47	–	–	﹤0.01%	198
2019 Q3	$13K	Hold	47	–	–	﹤0.01%	190
2019 Q2	$12K	Hold	47	–	–	﹤0.01%	187
2019 Q1	$12K	Hold	47	–	–	﹤0.01%	188
2018 Q4	$11K	Hold	47	–	–	﹤0.01%	181
2018 Q3	$12K	Hold	47	–	–	﹤0.01%	175
2018 Q2	$11K	Hold	47	–	–	﹤0.01%	172
2018 Q1	$11K	Hold	47	–	–	﹤0.01%	174
2017 Q4	$12K	Hold	47	–	–	﹤0.01%	171
2017 Q3	$11K	Hold	47	–	–	﹤0.01%	174
2017 Q2	$10K	Hold	47	–	–	﹤0.01%	185
2017 Q1	$10K	Hold	47	–	–	﹤0.01%	172
2016 Q4	$9K	Hold	47	–	–	﹤0.01%	179
2016 Q3	$9K	Hold	47	–	–	﹤0.01%	170
2016 Q2	$8K	Hold	47	–	–	﹤0.01%	158
2016 Q1	$8K	Hold	47	–	–	﹤0.01%	164
2015 Q4	$8K	Hold	47	–	–	﹤0.01%	162
2015 Q3	$8K	Hold	47	–	–	﹤0.01%	168
2015 Q2	$8K	Hold	47	–	–	﹤0.01%	173
2015 Q1	$8K	Hold	47	–	–	﹤0.01%	172
2014 Q4	$8K	Buy	+47	New	+$8.14K	0.01%	170
2014 Q1	–	Sell	-47	Closed	-$8K	–	169
2013 Q4	$8K	Buy	+47	New	+$7.39K	0.01%	170

Other funds holding DIA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Cranbrook Wealth Management's DIA Position: Q4 2022 in Review

Cranbrook Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 20 shares — an estimated $6K sold.

Cranbrook Wealth Management first reported a position in DIA in Q4 2013 and held it in 33 quarters. The position peaked at $13K in Q3 2020. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Cranbrook Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
Cranbrook Wealth Management sold 20 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $6K.
Cranbrook Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and held it in 33 quarters.
Cranbrook Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $13K in Q3 2020.
1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Cranbrook Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.