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

Crosspoint Capital Strategies’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	$437K	Sell	1,319 -1,879	-59%	-$611K	0.87%	38
2022 Q3	$919K	Buy	+3,198	New	+$1.02M	24.79%	2
2022 Q2	–	Sell	-1,463	Closed	-$507K	–	10
2022 Q1	$507K	Buy	+1,463	New	+$508K	1.42%	8
2019 Q1	$81K	Buy	+313	New	+$78.7K	0.15%	39
2018 Q4	–	Sell	-34	Closed	-$9K	–	23
2018 Q3	$9K	Buy	+34	New	+$8.7K	0.01%	50
2018 Q1	–	Sell	-39	Closed	-$96K	–	29
2017 Q4	$96K	Hold	39	–	–	0.01%	99
2017 Q3	$9K	Buy	39 +33	+550%	+$7.22K	0.01%	75
2017 Q2	$1K	Sell	6 -1	-14%	-$210	﹤0.01%	133
2017 Q1	$1K	Hold	7	–	–	﹤0.01%	106
2016 Q4	$1K	Sell	7 -1	-13%	-$189	﹤0.01%	118
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	120
2016 Q2	$1K	Hold	8	–	–	﹤0.01%	126
2016 Q1	$1K	Sell	8 -274	-97%	-$45.6K	﹤0.01%	122
2015 Q4	$50K	Buy	+282	New	+$49.3K	0.01%	436
2015 Q3	–	Sell	-20	Closed	-$4K	–	782
2015 Q2	$4K	Sell	20 -2,992	-99%	-$538K	﹤0.01%	581
2015 Q1	$535K	Buy	3,012 +88	+3%	+$15.7K	0.26%	81
2014 Q4	$519K	Buy	+2,924	New	+$507K	0.18%	118

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

Crosspoint Capital Strategies's DIA Position: Q4 2022 in Review

Crosspoint Capital Strategies reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 59% in Q4 2022, selling an estimated $611K and leaving 1,319 shares worth $437K. The position accounts for 0.87% of the portfolio, ranked #38.

Crosspoint Capital Strategies first reported a position in DIA in Q4 2014 and has held it in 17 quarters since. The position peaked at $919K in Q3 2022. 1,023 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Crosspoint Capital Strategies held 1,319 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $437K as of Q4 2022.
Crosspoint Capital Strategies sold 1,879 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $611K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.87% of Crosspoint Capital Strategies's portfolio in Q4 2022, its #38 holding.
Crosspoint Capital Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 17 quarters since.
Crosspoint Capital Strategies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $919K in Q3 2022.
1,023 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2022, filed 13 Feb 2023.