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

Fairfield 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	-27	Closed	-$11.4K	–	267
2024 Q3	$11.4K	Hold	27	–	–	﹤0.01%	219
2024 Q2	$10.5K	Buy	+27	New	+$10.5K	﹤0.01%	212
2023 Q4	$43.1K	Hold	114	–	–	0.02%	162
2023 Q3	$38.1K	Buy	114 +1	+0.9%	+$347	0.02%	155
2023 Q2	$39K	Hold	113	–	–	0.02%	157
2023 Q1	$37K	Buy	113 +1	+0.9%	+$332	0.02%	161
2022 Q4	$37.2K	Hold	112	–	–	0.02%	144
2022 Q3	$32.1K	Buy	112 +1	+0.9%	+$318	0.02%	140
2022 Q2	$34.2K	Hold	111	–	–	0.02%	136
2022 Q1	$38.3K	Buy	+111	New	+$38.5K	0.01%	139

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Goldman Sachs New York $871B AUM 31.28% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Fairfield Financial Advisors's DIA Position: Q4 2024 in Review

Fairfield Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 27 shares — an estimated $11.4K sold.

Fairfield Financial Advisors first reported a position in DIA in Q1 2022 and held it in 10 quarters. The position peaked at $43.1K in Q4 2023. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Fairfield 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.
Fairfield Financial Advisors sold 27 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $11.4K.
Fairfield Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 10 quarters.
Fairfield Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $43.1K in Q4 2023.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Fairfield Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.