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

Destiny Wealth Partners’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
2026 Q1	$612K	Buy	+1,321	New	+$640K	0.07%	128
2023 Q1	–	Sell	-162	Closed	-$53.7K	–	290
2022 Q4	$53.7K	Sell	162 -17	-9%	-$5.53K	0.01%	287
2022 Q3	$51K	Hold	179	–	–	0.01%	277
2022 Q2	$55K	Sell	179 -54	-23%	-$17.7K	0.01%	271
2022 Q1	$81K	Hold	233	–	–	0.02%	268
2021 Q4	$85K	Hold	233	–	–	0.02%	245
2021 Q3	$79K	Buy	+233	New	+$81.4K	0.02%	235
2021 Q2	–	Sell	-233	Closed	-$77K	–	260
2021 Q1	$77K	Sell	233 -73	-24%	-$23K	0.02%	223
2020 Q4	$94K	Buy	+306	New	+$89.1K	0.02%	241

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return