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

Edge Financial 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
2024
Q4 		– Sell
-488
Closed -$206K – 94
2024
Q3 		$206K Buy
+488
New +$198K 0.18% 92

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 Financial Advisors's DIA Position: Q4 2024 in Review

Edge Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 488 shares — an estimated $206K sold.

Edge Financial Advisors first reported a position in DIA in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • Edge Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Edge Financial Advisors sold 488 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $206K.
  • Edge Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and held it in 1 quarter.
  • Edge Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $206K in Q3 2024.
  • 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 Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.