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

FinTrust Capital 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 Q3	$260K	Hold	614	–	–	0.04%	270
2024 Q2	$240K	Sell	614 -30	-5%	-$11.6K	0.04%	264
2024 Q1	$256K	Hold	644	–	–	0.05%	253
2023 Q4	$243K	Buy	644 +30	+5%	+$10.5K	0.05%	246
2023 Q3	$206K	Buy	614 +150	+32%	+$52K	0.05%	254
2023 Q2	$154K	Hold	464	–	–	0.04%	293
2023 Q1	$154K	Hold	464	–	–	0.04%	291
2022 Q4	$154K	Hold	464	–	–	0.04%	291
2022 Q3	$142K	Hold	464	–	–	0.04%	313
2022 Q2	$148K	Hold	464	–	–	0.04%	311
2022 Q1	$161K	Hold	464	–	–	0.04%	322
2021 Q4	$169K	Hold	464	–	–	0.04%	307
2021 Q3	$157K	Hold	464	–	–	0.04%	316
2021 Q2	$160K	Hold	464	–	–	0.04%	322
2021 Q1	$153K	Hold	464	–	–	0.04%	319
2020 Q4	$142K	Sell	464 -64	-12%	-$18.6K	0.05%	309
2020 Q3	$147	Buy	528 +64	+14%	+$17.5K	0.03%	291
2020 Q2	$120K	Hold	464	–	–	0.05%	295
2020 Q1	$102K	Buy	+464	New	+$123K	0.05%	291
2019 Q4	–	Sell	-146	Closed	-$39K	–	1075
2019 Q3	$39K	Hold	146	–	–	0.01%	494
2019 Q2	$39K	Hold	146	–	–	0.02%	461
2019 Q1	$38K	Sell	146 -160	-52%	-$40.2K	0.02%	445
2018 Q4	$71K	Buy	+306	New	+$76.4K	0.03%	315

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FinTrust Capital Advisors's DIA Position: Q3 2024 in Review

FinTrust Capital Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2024 at 614 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #270.

FinTrust Capital Advisors first reported a position in DIA in Q4 2018 and has held it in 23 quarters since. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

FinTrust Capital Advisors held 614 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $260K as of Q3 2024.
FinTrust Capital Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #270 holding.
FinTrust Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 23 quarters since.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.