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

FDx 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
2023
Q3 		– Sell
-2,313
Closed -$795K – 664
2023
Q2 		$795K Buy
2,313
+71
+3% +$23.9K 0.04% 348
2023
Q1 		$743K Hold
2,242
– – 0.03% 356
2022
Q4 		$743K Buy
2,242
+231
+11% +$75.1K 0.03% 356
2022
Q3 		$578K Sell
2,011
-925
-32% -$294K 0.03% 383
2022
Q2 		$904K Buy
2,936
+148
+5% +$48.4K 0.03% 340
2022
Q1 		$967K Buy
2,788
+323
+13% +$112K 0.03% 332
2021
Q4 		$896K Buy
+2,465
New +$876K 0.02% 383
2021
Q3 		– Sell
-785
Closed -$271K – 812
2021
Q2 		$271K Buy
+785
New +$268K 0.01% 691
2019
Q3 		– Sell
-1,258
Closed -$334K – 666
2019
Q2 		$334K Sell
1,258
-861
-41% -$225K 0.01% 601
2019
Q1 		$549K Buy
+2,119
New +$533K 0.02% 448
2018
Q4 		– Sell
-1,608
Closed -$425K – 596
2018
Q3 		$425K Sell
1,608
-462
-22% -$118K 0.02% 564
2018
Q2 		$502K Sell
2,070
-328
-14% -$80.5K 0.02% 544
2018
Q1 		$579K Sell
2,398
-378
-14% -$95K 0.02% 689
2017
Q4 		$687K Sell
2,776
-330
-11% -$78.2K 0.02% 672
2017
Q3 		$695K Sell
3,106
-5,699
-65% -$1.25M 0.02% 656
2017
Q2 		$1.88M Buy
8,805
+2,165
+33% +$454K 0.06% 313
2017
Q1 		$1.37M Sell
6,640
-1,617
-20% -$330K 0.04% 413
2016
Q4 		$1.63M Buy
8,257
+4,142
+101% +$781K 0.05% 344
2016
Q3 		$752K Sell
4,115
-4,124
-50% -$757K 0.03% 483
2016
Q2 		$1.48M Sell
8,239
-4,567
-36% -$811K 0.07% 261
2016
Q1 		$2.26M Buy
12,806
+10,868
+561% +$1.81M 0.1% 175
2015
Q4 		$337K Buy
+1,938
New +$339K 0.02% 684
2015
Q2 		– Sell
-2,500
Closed -$450K – 978
2015
Q1 		$450K Buy
+2,500
New +$445K 0.01% 1001

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FDx Advisors's DIA Position: Q3 2023 in Review

FDx Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 2,313 shares — an estimated $795K sold.

FDx Advisors first reported a position in DIA in Q1 2015 and held it in 23 quarters. The position peaked at $2.26M in Q1 2016. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

  • FDx Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 2,313 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $795K.
  • FDx Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2015 and held it in 23 quarters.
  • FDx Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.26M in Q1 2016.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.