Disciplined Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Disciplined Investments’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	–	Sell	-141	Closed	-$48.4K	–	484
2023 Q2	$48.4K	Hold	141	–	–	0.03%	203
2023 Q1	$46.8K	Hold	141	–	–	0.02%	231
2022 Q4	$46.6K	Hold	141	–	–	0.02%	208
2022 Q3	$40K	Sell	141 -200	-59%	-$63.6K	0.02%	241
2022 Q2	$105K	Buy	341 +1	+0.3%	+$327	0.05%	159
2022 Q1	$118K	Sell	340 -1	-0.3%	-$347	0.05%	156
2021 Q4	$124K	Hold	341	–	–	0.05%	141
2021 Q3	$115K	Hold	341	–	–	0.06%	136
2021 Q2	$118K	Hold	341	–	–	0.06%	134
2021 Q1	$112K	Buy	341 +1	+0.3%	+$316	0.07%	126
2020 Q4	$104K	Hold	340	–	–	0.07%	109
2020 Q3	$95K	Hold	340	–	–	0.07%	124
2020 Q2	$88K	Sell	340 -1	-0.3%	-$246	0.07%	125
2020 Q1	$75K	Hold	341	–	–	0.07%	123
2019 Q4	$97K	Buy	+341	New	+$94K	0.08%	118

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

Disciplined Investments's DIA Position: Q3 2023 in Review

Disciplined Investments sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 141 shares — an estimated $48.4K sold.

Disciplined Investments first reported a position in DIA in Q4 2019 and held it in 15 quarters. The position peaked at $124K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Disciplined Investments reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 141 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $48.4K.
Disciplined Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 15 quarters.
Disciplined Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $124K in Q4 2021.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.