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

First Capital Advisors Group’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	$157K	Buy	+458	New	+$154K	0.08%	171
2018 Q4	$399K	Hold	1,712	–	–	0.3%	74
2018 Q3	$453K	Hold	1,712	–	–	0.28%	77
2018 Q2	$416K	Sell	1,712 -226	-12%	-$55.5K	0.28%	80
2018 Q1	$468K	Sell	1,938 -454	-19%	-$114K	0.27%	76
2017 Q4	$592K	Sell	2,392 -231	-9%	-$54.7K	0.37%	70
2017 Q3	$587K	Sell	2,623 -1,234	-32%	-$270K	0.4%	67
2017 Q2	$822K	Sell	3,857 -480	-11%	-$101K	0.56%	46
2017 Q1	$895K	Buy	4,337 +1,485	+52%	+$303K	0.67%	40
2016 Q4	$563K	Buy	+2,852	New	+$538K	0.52%	63

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

First Capital Advisors Group's DIA Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023: 458 shares worth $157K. The stake represents 0.08% of the portfolio and ranks #171 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in DIA as recently as Q4 2018.

First Capital Advisors Group first reported a position in DIA in Q4 2016 and has held it in 10 quarters since. The position peaked at $895K in Q1 2017. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

First Capital Advisors Group held 458 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $157K as of Q2 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new First Capital Advisors Group position in Q2 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of First Capital Advisors Group's portfolio in Q2 2023, its #171 holding.
First Capital Advisors Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 10 quarters since.
First Capital Advisors Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $895K in Q1 2017.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.