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

Financial Sense 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 Q2	–	Sell	-24,797	Closed	-$9.86M	–	121
2024 Q1	$9.86M	Sell	24,797 -515	-2%	-$198K	3.26%	6
2023 Q4	$9.54M	Sell	25,312 -8,017	-24%	-$2.8M	3.54%	5
2023 Q3	$11.2M	Buy	+33,329	New	+$11.6M	4.74%	3
2022 Q2	–	Sell	-1,472	Closed	-$511K	–	113
2022 Q1	$511K	Buy	1,472 +738	+101%	+$256K	0.19%	43
2021 Q4	$267K	Sell	734 -690	-48%	-$245K	0.09%	94
2021 Q3	$482K	Buy	+1,424	New	+$497K	0.16%	73
2018 Q3	–	Sell	-2,205	Closed	-$535K	–	71
2018 Q2	$535K	Buy	+2,205	New	+$541K	0.37%	41
2015 Q3	–	Sell	-3,000	Closed	-$527K	–	81
2015 Q2	$527K	Hold	3,000	–	–	0.25%	67
2015 Q1	$532K	Sell	3,000 -2,000	-40%	-$356K	0.22%	69
2014 Q4	$889K	Buy	+5,000	New	+$866K	0.36%	50

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Financial Sense Advisors's DIA Position: Q2 2024 in Review

Financial Sense Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 24,797 shares — an estimated $9.86M sold.

Financial Sense Advisors first reported a position in DIA in Q4 2014 and held it in 10 quarters. The position peaked at $11.2M in Q3 2023. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

Financial Sense Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
Financial Sense Advisors sold 24,797 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $9.86M.
Financial Sense Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 10 quarters.
Financial Sense Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11.2M in Q3 2023.
1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Financial Sense Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.