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

Doyle 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
2022 Q3	$502K	Sell	1,748 -25	-1%	-$7.95K	0.04%	129
2022 Q2	$546K	Sell	1,773 -325	-15%	-$106K	0.04%	130
2022 Q1	$728K	Buy	2,098 +250	+14%	+$86.7K	0.05%	137
2021 Q4	$671K	Hold	1,848	–	–	0.05%	129
2021 Q3	$625K	Buy	1,848 +110	+6%	+$38.4K	0.05%	130
2021 Q2	$600K	Hold	1,738	–	–	0.05%	129
2021 Q1	$574K	Hold	1,738	–	–	0.06%	130
2020 Q4	$531K	Sell	1,738 -23	-1%	-$6.69K	0.05%	132
2020 Q3	$489K	Hold	1,761	–	–	0.06%	127
2020 Q2	$454K	Hold	1,761	–	–	0.06%	120
2020 Q1	$386K	Hold	1,761	–	–	0.06%	120
2019 Q4	$502K	Sell	1,761 -20	-1%	-$5.51K	0.06%	120
2019 Q3	$479K	Buy	1,781 +176	+11%	+$47K	0.07%	120
2019 Q2	$427K	Sell	1,605 -120	-7%	-$31.3K	0.06%	126
2019 Q1	$448K	Buy	1,725 +129	+8%	+$32.4K	0.07%	116
2018 Q4	$372K	Hold	1,596	–	–	0.06%	121
2018 Q3	$422K	Buy	1,596 +33	+2%	+$8.45K	0.07%	123
2018 Q2	$379K	Hold	1,563	–	–	0.06%	126
2018 Q1	$377K	Hold	1,563	–	–	0.06%	118
2017 Q4	$387K	Hold	1,563	–	–	0.07%	114
2017 Q3	$350K	Hold	1,563	–	–	0.06%	109
2017 Q2	$333K	Hold	1,563	–	–	0.06%	107
2017 Q1	$323K	Buy	+1,563	New	+$319K	0.07%	104

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Doyle Wealth Management's DIA Position: Q3 2022 in Review

Doyle Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q3 2022, selling an estimated $7.95K and leaving 1,748 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #129.

Doyle Wealth Management first reported a position in DIA in Q1 2017 and has held it in 23 quarters since. The position peaked at $728K in Q1 2022. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Doyle Wealth Management held 1,748 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $502K as of Q3 2022.
Doyle Wealth Management sold 25 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $7.95K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #129 holding.
Doyle Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $728K in Q1 2022.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.