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

First Personal Financial Services’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	$16.4K	Hold	39	–	–	﹤0.01%	276
2024 Q2	$15.2K	Hold	39	–	–	﹤0.01%	252
2024 Q1	$15.4K	Sell	39 -576	-94%	-$222K	﹤0.01%	255
2023 Q4	$232K	Hold	615	–	–	0.06%	107
2023 Q3	$206K	Hold	615	–	–	0.05%	110
2023 Q2	$211K	Hold	615	–	–	0.05%	108
2023 Q1	$204K	Hold	615	–	–	0.05%	108
2022 Q4	$204K	Buy	615 +555	+925%	+$180K	0.06%	116
2022 Q3	$17K	Buy	60 +21	+54%	+$6.68K	﹤0.01%	299
2022 Q2	$12K	Hold	39	–	–	﹤0.01%	270
2022 Q1	$13K	Hold	39	–	–	﹤0.01%	280
2021 Q4	$14K	Hold	39	–	–	﹤0.01%	263
2021 Q3	$13K	Hold	39	–	–	﹤0.01%	270
2021 Q2	$13K	Hold	39	–	–	﹤0.01%	280
2021 Q1	$13K	Hold	39	–	–	﹤0.01%	267
2020 Q4	$12K	Hold	39	–	–	﹤0.01%	272
2020 Q3	$11K	Hold	39	–	–	﹤0.01%	255
2020 Q2	$10K	Buy	39 +19	+95%	+$4.67K	﹤0.01%	260
2020 Q1	$4K	Buy	+20	New	+$5.31K	﹤0.01%	269

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

First Personal Financial Services's DIA Position: Q3 2024 in Review

First Personal Financial Services held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2024 at 39 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

First Personal Financial Services first reported a position in DIA in Q1 2020 and has held it in 19 quarters since. The position peaked at $232K in Q4 2023. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

First Personal Financial Services held 39 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $16.4K as of Q3 2024.
First Personal Financial Services 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 ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #276 holding.
First Personal Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 19 quarters since.
First Personal Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $232K in Q4 2023.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.