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

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
2023 Q2	–	Sell	-700	Closed	-$233K	–	81
2023 Q1	$233K	Hold	700	–	–	0.06%	66
2022 Q4	$232K	Hold	700	–	–	0.06%	66
2022 Q3	$205K	Buy	+700	New	+$223K	0.07%	72

Other funds holding DIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Advisors's DIA Position: Q2 2023 in Review

Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 700 shares — an estimated $233K sold.

Financial Advisors first reported a position in DIA in Q3 2022 and held it in 3 quarters. The position peaked at $233K in Q1 2023. 1,035 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
Financial Advisors sold 700 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $233K.
Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 3 quarters.
Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $233K in Q1 2023.
1,035 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Financial Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.