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

First Foundation 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 Q1	–	Sell	-601	Closed	-$226K	–	440
2023 Q4	$226K	Sell	601 -28	-4%	-$9.78K	0.01%	321
2023 Q3	$211K	Hold	629	–	–	0.01%	384
2023 Q2	$216K	Hold	629	–	–	0.01%	372
2023 Q1	$209K	Hold	629	–	–	0.01%	359
2022 Q4	$208K	Sell	629 -100	-14%	-$32.5K	0.01%	363
2022 Q3	$209K	Hold	729	–	–	0.01%	345
2022 Q2	$224K	Buy	729 +100	+16%	+$32.7K	0.01%	359
2022 Q1	$218K	Hold	629	–	–	0.01%	384
2021 Q4	$229K	Buy	+629	New	+$223K	0.01%	390
2021 Q3	–	Sell	-600	Closed	-$207K	–	447
2021 Q2	$207K	Buy	+600	New	+$205K	0.01%	427
2015 Q2	–	Sell	-1,761	Closed	-$313K	–	250
2015 Q1	$313K	Buy	+1,761	New	+$313K	0.03%	184

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

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

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

Jane Street New York $777B AUM 61.18% 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

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

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

First Foundation Advisors's DIA Position: Q1 2024 in Review

First Foundation Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 601 shares — an estimated $226K sold.

First Foundation Advisors first reported a position in DIA in Q1 2015 and held it in 11 quarters. The position peaked at $313K in Q1 2015. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

First Foundation Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
First Foundation Advisors sold 601 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $226K.
First Foundation Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2015 and held it in 11 quarters.
First Foundation Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $313K in Q1 2015.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.