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

Curi 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
2023
Q1 		– Sell
-2,457
Closed -$814K – 169
2022
Q4 		$814K Hold
2,457
– – 0.11% 97
2022
Q3 		$706K Buy
+2,457
New +$781K 0.12% 92

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Curi Wealth Management's DIA Position: Q1 2023 in Review

Curi Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 2,457 shares — an estimated $814K sold.

Curi Wealth Management first reported a position in DIA in Q3 2022 and held it in 2 quarters. The position peaked at $814K in Q4 2022. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

  • Curi Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
  • Curi Wealth Management sold 2,457 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $814K.
  • Curi Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 2 quarters.
  • Curi Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $814K in Q4 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.