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

Financial Services Advisory’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	-82,836	Closed	-$32.9M	–	57
2024 Q1	$32.9M	Sell	82,836 -1,572	-2%	-$606K	8.19%	2
2023 Q4	$31.8M	Buy	+84,408	New	+$29.5M	9.1%	2
2018 Q4	–	Sell	-62,484	Closed	-$16.5M	–	7
2018 Q3	$16.5M	Buy	62,484 +38,253	+158%	+$9.79M	11.02%	3
2018 Q2	$5.88M	Sell	24,231 -10,599	-30%	-$2.6M	5.08%	7
2018 Q1	$8.41M	Buy	34,830 +886	+3%	+$223K	8.96%	2
2017 Q4	$8.4M	Buy	+33,944	New	+$8.04M	6.18%	6

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Services Advisory's DIA Position: Q2 2024 in Review

Financial Services Advisory sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 82,836 shares — an estimated $32.9M sold.

Financial Services Advisory first reported a position in DIA in Q4 2017 and held it in 6 quarters. The position peaked at $32.9M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

Financial Services Advisory reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
Financial Services Advisory sold 82,836 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $32.9M.
Financial Services Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 6 quarters.
Financial Services Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $32.9M in Q1 2024.
1,139 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Financial Services Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.