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

Endurance 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
2023 Q2	–	Sell	-23	Closed	-$8K	–	641
2023 Q1	$8K	Hold	23	–	–	﹤0.01%	516
2022 Q4	$8K	Hold	23	–	–	﹤0.01%	493
2022 Q3	$7K	Hold	23	–	–	﹤0.01%	496
2022 Q2	$7K	Hold	23	–	–	﹤0.01%	510
2022 Q1	$8K	Hold	23	–	–	﹤0.01%	531
2021 Q4	$8K	Hold	23	–	–	﹤0.01%	524
2021 Q3	$8K	Hold	23	–	–	﹤0.01%	542
2021 Q2	$7K	Hold	23	–	–	﹤0.01%	548
2021 Q1	$8K	Sell	23 -125	-84%	-$39.5K	﹤0.01%	543
2020 Q4	$45K	Hold	148	–	–	0.01%	336
2020 Q3	$41K	Hold	148	–	–	0.01%	324
2020 Q2	$38K	Hold	148	–	–	0.01%	334
2020 Q1	$32K	Hold	148	–	–	0.01%	323
2019 Q4	$42K	Hold	148	–	–	0.01%	299
2019 Q3	$40K	Hold	148	–	–	0.01%	294
2019 Q2	$39K	Hold	148	–	–	0.01%	289
2019 Q1	$38K	Sell	148 -40	-21%	-$10.1K	0.01%	286
2018 Q4	$44K	Hold	188	–	–	0.01%	272
2018 Q3	$50K	Buy	188 +23	+14%	+$5.89K	0.01%	280
2018 Q2	$40K	Sell	165 -75	-31%	-$18.4K	0.01%	289
2018 Q1	$58K	Hold	240	–	–	0.01%	275
2017 Q4	$59K	Hold	240	–	–	0.01%	261
2017 Q3	$54K	Hold	240	–	–	0.01%	263
2017 Q2	$51K	Hold	240	–	–	0.01%	274
2017 Q1	$50K	Sell	240 -30	-11%	-$6.12K	0.01%	273
2016 Q4	$53K	Hold	270	–	–	0.01%	261
2016 Q3	$49K	Hold	270	–	–	0.01%	268
2016 Q2	$48K	Hold	270	–	–	0.01%	262
2016 Q1	$48K	Sell	270 -15	-5%	-$2.5K	0.01%	264
2015 Q4	$50K	Hold	285	–	–	0.01%	261
2015 Q3	$49K	Hold	285	–	–	0.01%	273
2015 Q2	$50K	Buy	+285	New	+$51.3K	0.01%	271

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Endurance Wealth Management's DIA Position: Q2 2023 in Review

Endurance Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 23 shares — an estimated $8K sold.

Endurance Wealth Management first reported a position in DIA in Q2 2015 and held it in 32 quarters. The position peaked at $59K in Q4 2017. 1,035 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Endurance Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
Endurance Wealth Management sold 23 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $8K.
Endurance Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2015 and held it in 32 quarters.
Endurance Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $59K in Q4 2017.
1,035 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.