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

EdgeRock Capital’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 Q3	–	Sell	-200	Closed	-$78.2K	–	128
2024 Q2	$78.2K	Buy	+200	New	+$77.6K	0.06%	86
2024 Q1	–	Sell	-200	Closed	-$77.3K	–	149
2023 Q4	$77.3K	Buy	+200	New	+$69.9K	0.06%	88
2022 Q4	–	Sell	-200	Closed	-$57K	–	139
2022 Q3	$57K	Buy	+200	New	+$63.6K	0.03%	97

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

EdgeRock Capital's DIA Position: Q3 2024 in Review

EdgeRock Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 200 shares — an estimated $78.2K sold.

EdgeRock Capital first reported a position in DIA in Q3 2022 and held it in 3 quarters. The position peaked at $78.2K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

EdgeRock Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
EdgeRock Capital sold 200 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $78.2K.
EdgeRock Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 3 quarters.
EdgeRock Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $78.2K in Q2 2024.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.