D. Scott Neal’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

D. Scott Neal’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 Q4	–	Sell	-883	Closed	-$297K	–	60
2023 Q3	$297K	Hold	883	–	–	0.25%	46
2023 Q2	$304K	Hold	883	–	–	0.23%	50
2023 Q1	$294K	Hold	883	–	–	0.16%	50
2022 Q4	$293K	Hold	883	–	–	0.14%	49
2022 Q3	$254K	Hold	883	–	–	0.11%	52
2022 Q2	$272K	Sell	883 -63	-7%	-$20.6K	0.11%	52
2022 Q1	$328K	Buy	+946	New	+$328K	0.13%	53

Other funds holding DIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

D. Scott Neal's DIA Position: Q4 2023 in Review

D. Scott Neal sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2023, closing a stake of 883 shares — an estimated $297K sold.

D. Scott Neal first reported a position in DIA in Q1 2022 and held it in 7 quarters. The position peaked at $328K in Q1 2022. 1,136 funds tracked by Wall St. Rank hold DIA as of Q4 2023.

D. Scott Neal reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2023 after selling out during the quarter.
D. Scott Neal sold 883 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2023, an estimated $297K.
D. Scott Neal first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 7 quarters.
D. Scott Neal's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $328K in Q1 2022.
1,136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2023.

Based on D. Scott Neal's 13F filing for Q4 2023, filed 17 Jan 2024.