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

Elser Financial Planning’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
-565
Closed -$221K – 83
2024
Q2 		$221K Buy
+565
New +$219K 0.04% 92

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elser Financial Planning's DIA Position: Q3 2024 in Review

Elser Financial Planning sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 565 shares — an estimated $221K sold.

Elser Financial Planning first reported a position in DIA in Q2 2024 and held it in 1 quarter. The position peaked at $221K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

  • Elser Financial Planning reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
  • Elser Financial Planning sold 565 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $221K.
  • Elser Financial Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and held it in 1 quarter.
  • Elser Financial Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $221K 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 Elser Financial Planning's 13F filing for Q3 2024, filed 17 Oct 2024.