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

Executive 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
2024
Q4 		$486K Sell
1,142
-30
-3% -$13K 0.04% 167
2024
Q3 		$496K Buy
1,172
+7
+0.6% +$2.84K 0.04% 171
2024
Q2 		$456K Sell
1,165
-9
-0.8% -$3.49K 0.08% 84
2024
Q1 		$464K Buy
1,174
+51
+5% +$19.6K 0.04% 157
2023
Q4 		$424K Sell
1,123
-37
-3% -$12.9K 0.04% 152
2023
Q3 		$389K Sell
1,160
-34
-3% -$11.8K 0.04% 151
2023
Q2 		$411K Buy
1,194
+18
+2% +$6.06K 0.04% 143
2023
Q1 		$391K Buy
1,176
+13
+1% +$4.32K 0.04% 145
2022
Q4 		$385K Buy
1,163
+829
+248% +$269K 0.05% 143
2022
Q3 		$334 Sell
334
-831
-71% -$264K 0.05% 139
2022
Q2 		$358K Sell
1,165
-328
-22% -$107K 0.05% 135
2022
Q1 		$517K Buy
1,493
+28
+2% +$9.71K 0.06% 133
2021
Q4 		$532K Sell
1,465
-5
-0.3% -$1.78K 0.05% 133
2021
Q3 		$497K Buy
1,470
+58
+4% +$20.3K 0.05% 134
2021
Q2 		$487K Buy
1,412
+393
+39% +$134K 0.05% 135
2021
Q1 		$336K Buy
+1,019
New +$322K 0.04% 148
2019
Q3 		– Sell
-568
Closed -$151K – 298
2019
Q2 		$151K Sell
568
-166
-23% -$43.3K 0.02% 180
2019
Q1 		$190K Buy
734
+10
+1% +$2.52K 0.03% 149
2018
Q4 		$169K Buy
+724
New +$181K 0.03% 152

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

Executive Wealth Management's DIA Position: Q4 2024 in Review

Executive Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.6% in Q4 2024, selling an estimated $13K and leaving 1,142 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #167.

Executive Wealth Management first reported a position in DIA in Q4 2018 and has held it in 19 quarters since. The position peaked at $532K in Q4 2021. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • Executive Wealth Management held 1,142 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $486K as of Q4 2024.
  • Executive Wealth Management sold 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $13K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #167 holding.
  • Executive Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 19 quarters since.
  • Executive Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $532K in Q4 2021.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.