Doliver Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Doliver Advisors’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	-2,032	Closed	-$699K	–	147
2023 Q2	$699K	Buy	+2,032	New	+$684K	0.21%	75
2021 Q4	–	Sell	-1,407	Closed	-$476K	–	169
2021 Q3	$476K	Buy	+1,407	New	+$491K	0.16%	106
2021 Q1	–	Sell	-3,537	Closed	-$1.08M	–	139
2020 Q4	$1.08M	Buy	+3,537	New	+$1.03M	0.48%	39
2019 Q3	–	Sell	-820	Closed	-$218K	–	155
2019 Q2	$218K	Buy	820 +33	+4%	+$8.61K	0.09%	105
2019 Q1	$204K	Buy	+787	New	+$198K	0.08%	97

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

Doliver Advisors's DIA Position: Q3 2023 in Review

Doliver Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 2,032 shares — an estimated $699K sold.

Doliver Advisors first reported a position in DIA in Q1 2019 and held it in 5 quarters. The position peaked at $1.08M in Q4 2020. 1,027 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Doliver Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
Doliver Advisors sold 2,032 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $699K.
Doliver Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and held it in 5 quarters.
Doliver Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.08M in Q4 2020.
1,027 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Doliver Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.