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

Domani Wealth’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 Q1	$385K	Hold	1,158	–	–	0.09%	86
2022 Q4	$384K	Hold	1,158	–	–	0.1%	85
2022 Q3	$333K	Hold	1,158	–	–	0.1%	81
2022 Q2	$356K	Hold	1,158	–	–	0.1%	85
2022 Q1	$402K	Hold	1,158	–	–	0.09%	91
2021 Q4	$421K	Hold	1,158	–	–	0.08%	86
2021 Q3	$392K	Hold	1,158	–	–	0.08%	85
2021 Q2	$399K	Hold	1,158	–	–	0.08%	88
2021 Q1	$382K	Sell	1,158 -35	-3%	-$11K	0.07%	93
2020 Q4	$365K	Hold	1,193	–	–	0.07%	90
2020 Q3	$331K	Hold	1,193	–	–	0.07%	92
2020 Q2	$308K	Hold	1,193	–	–	0.07%	95
2020 Q1	$262K	Hold	1,193	–	–	0.07%	105
2019 Q4	$340K	Buy	1,193 +35	+3%	+$9.64K	0.11%	87
2019 Q3	$312K	Hold	1,158	–	–	0.11%	84
2019 Q2	$308K	Hold	1,158	–	–	0.11%	81
2019 Q1	$300K	Hold	1,158	–	–	0.12%	83
2018 Q4	$270K	Hold	1,158	–	–	0.13%	79
2018 Q3	$306K	Hold	1,158	–	–	0.13%	78
2018 Q2	$281K	Hold	1,158	–	–	0.13%	85
2018 Q1	$280K	Hold	1,158	–	–	0.12%	83
2017 Q4	$286K	Hold	1,158	–	–	0.13%	82
2017 Q3	$259K	Hold	1,158	–	–	0.11%	82
2017 Q2	$247K	Hold	1,158	–	–	0.1%	82
2017 Q1	$239K	Hold	1,158	–	–	0.1%	88
2016 Q4	$229K	Sell	1,158 -1,337	-54%	-$252K	0.09%	93
2016 Q3	$456K	Hold	2,495	–	–	0.17%	70
2016 Q2	$447K	Sell	2,495 -553	-18%	-$98.2K	0.17%	69
2016 Q1	$538K	Buy	+3,048	New	+$508K	0.2%	74

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

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

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

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

Domani Wealth's DIA Position: Q1 2023 in Review

Domani Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2023 at 1,158 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #86.

Domani Wealth first reported a position in DIA in Q1 2016 and has held it in 29 quarters since. The position peaked at $538K in Q1 2016. 1,000 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Domani Wealth held 1,158 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $385K as of Q1 2023.
Domani Wealth left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of Domani Wealth's portfolio in Q1 2023, its #86 holding.
Domani Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2016 and has held it in 29 quarters since.
Domani Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $538K in Q1 2016.
1,000 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.