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Edge Capital Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Edge Capital Group’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 		$2.24M Sell
157
-5,102
-97% -$2.21M 0.1% 120
2024
Q3 		$2.23M Hold
5,259
– – 0.1% 119
2024
Q2 		$2.06M Hold
5,259
– – 0.1% 123
2024
Q1 		$2.09M Hold
5,259
– – 0.1% 123
2023
Q4 		$1.98M Hold
5,259
– – 0.11% 125
2023
Q3 		$1.76M Hold
5,259
– – 0.11% 122
2023
Q2 		$1.81M Sell
5,259
-73
-1% -$24.6K 0.1% 137
2023
Q1 		$1.77M Buy
5,332
+1,775
+50% +$590K 0.11% 131
2022
Q4 		$1.18M Sell
3,557
-17
-0.5% -$5.53K 0.08% 131
2022
Q3 		$1.03M Buy
3,574
+3,565
+39,611% +$1.13M 0.08% 127
2022
Q2 		$2K Sell
9
-3,565
-100% -$1.17M ﹤0.01% 347
2022
Q1 		$1.24M Sell
3,574
-56
-2% -$19.4K 0.08% 134
2021
Q4 		$1.32M Hold
3,630
– – 0.09% 126
2021
Q3 		$1.23M Hold
3,630
– – 0.1% 125
2021
Q2 		$1.25M Sell
3,630
-241
-6% -$82.3K 0.1% 121
2021
Q1 		$1.28M Sell
3,871
-96
-2% -$30.3K 0.11% 118
2020
Q4 		$1.21M Sell
3,967
-405
-9% -$118K 0.1% 119
2020
Q3 		$1.21M Sell
4,372
-573
-12% -$157K 0.12% 107
2020
Q2 		$1.27M Sell
4,945
-1,346
-21% -$331K 0.13% 108
2020
Q1 		$1.38M Sell
6,291
-70
-1% -$18.6K 0.16% 95
2019
Q4 		$1.81M Sell
6,361
-351
-5% -$96.7K 0.18% 92
2019
Q3 		$1.81M Sell
6,712
-295
-4% -$78.7K 0.18% 91
2019
Q2 		$1.86M Sell
7,007
-214
-3% -$55.9K 0.18% 94
2019
Q1 		$1.87M Sell
7,221
-120
-2% -$30.2K 0.18% 91
2018
Q4 		$1.71M Buy
+7,341
New +$1.83M 0.19% 88

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Edge Capital Group's DIA Position: Q4 2024 in Review

Edge Capital Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 97% in Q4 2024, selling an estimated $2.21M and leaving 157 shares worth $2.24M. The position accounts for 0.1% of the portfolio, ranked #120.

Edge Capital Group first reported a position in DIA in Q4 2018 and has held it in 25 quarters since. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • Edge Capital Group held 157 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.24M as of Q4 2024.
  • Edge Capital Group sold 5,102 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $2.21M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Edge Capital Group's portfolio in Q4 2024, its #120 holding.
  • Edge Capital Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 25 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 Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.