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

Dorchester Wealth Management’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
2024 Q4	$238K	Hold	560	–	–	0.05%	130
2024 Q3	$237K	Buy	560 +25	+5%	+$10.2K	0.04%	139
2024 Q2	$209K	Hold	535	–	–	0.04%	147
2024 Q1	$213K	Sell	535 -9	-2%	-$3.47K	0.04%	152
2023 Q4	$205K	Buy	+544	New	+$190K	0.04%	148

Other funds holding DIA

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Dorchester Wealth Management's DIA Position: Q4 2024 in Review

Dorchester Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2024 at 560 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #130.

Dorchester Wealth Management first reported a position in DIA in Q4 2023 and has held it in 5 quarters since. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Dorchester Wealth Management held 560 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $238K as of Q4 2024.
Dorchester Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Dorchester Wealth Management's portfolio in Q4 2024, its #130 holding.
Dorchester Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 5 quarters since.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.