Daniel L. Goodwin’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Daniel L. Goodwin’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 Q3	$2.99M	Buy	8,929 +1,725	+24%	+$598K	1.45%	9
2023 Q2	$2.48M	Buy	7,204 +200	+3%	+$67.3K	1.18%	13
2023 Q1	$2.33M	Hold	7,004	–	–	1.18%	11
2022 Q4	$2.32M	Buy	7,004 +538	+8%	+$175K	1.18%	11
2022 Q3	$1.86M	Buy	6,466 +224	+4%	+$71.2K	1.07%	15
2022 Q2	$1.92M	Sell	6,242 -5,260	-46%	-$1.72M	1.06%	17
2022 Q1	$3.99M	Buy	11,502 +5,325	+86%	+$1.85M	1.73%	7
2021 Q4	$2.25M	Buy	6,177 +4,650	+305%	+$1.65M	0.99%	17
2021 Q3	$517K	Buy	+1,527	New	+$533K	0.24%	54

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Daniel L. Goodwin's DIA Position: Q3 2023 in Review

Daniel L. Goodwin increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 24% in Q3 2023, buying an estimated $598K and bringing the position to 8,929 shares worth $2.99M. The position accounts for 1.45% of the portfolio, ranked #9.

Daniel L. Goodwin first reported a position in DIA in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.99M in Q1 2022. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Daniel L. Goodwin held 8,929 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.99M as of Q3 2023.
Daniel L. Goodwin bought 1,725 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $598K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.45% of Daniel L. Goodwin's portfolio in Q3 2023, its #9 holding.
Daniel L. Goodwin first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 9 quarters since.
Daniel L. Goodwin's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.99M in Q1 2022.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.