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

Fort Pitt Capital 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
2024 Q3	$394K	Buy	930 +58	+7%	+$23.6K	0.01%	107
2024 Q2	$341K	Hold	872	–	–	0.01%	102
2024 Q1	$347K	Hold	872	–	–	0.01%	104
2023 Q4	$329K	Hold	872	–	–	0.01%	113
2023 Q3	$292K	Sell	872 -128	-13%	-$44.4K	0.01%	108
2023 Q2	$344K	Hold	1,000	–	–	0.01%	99
2023 Q1	$333K	Hold	1,000	–	–	0.01%	103
2022 Q4	$331K	Hold	1,000	–	–	0.01%	116
2022 Q3	$287K	Hold	1,000	–	–	0.01%	108
2022 Q2	$308K	Hold	1,000	–	–	0.01%	110
2022 Q1	$347K	Hold	1,000	–	–	0.01%	107
2021 Q4	$363K	Hold	1,000	–	–	0.01%	120
2021 Q3	$338K	Hold	1,000	–	–	0.01%	108
2021 Q2	$345K	Hold	1,000	–	–	0.01%	141
2021 Q1	$330K	Hold	1,000	–	–	0.01%	108
2020 Q4	$306K	Hold	1,000	–	–	0.01%	109
2020 Q3	$278K	Hold	1,000	–	–	0.02%	116
2020 Q2	$258K	Hold	1,000	–	–	0.02%	150
2020 Q1	$219K	Sell	1,000 -37	-4%	-$9.83K	0.02%	156
2019 Q4	$296K	Hold	1,037	–	–	0.02%	134
2019 Q3	$279K	Buy	1,037 +37	+4%	+$9.87K	0.02%	131
2019 Q2	$266K	Buy	+1,000	New	+$261K	0.02%	115

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Fort Pitt Capital Group's DIA Position: Q3 2024 in Review

Fort Pitt Capital Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.7% in Q3 2024, buying an estimated $23.6K and bringing the position to 930 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #107.

Fort Pitt Capital Group first reported a position in DIA in Q2 2019 and has held it in 22 quarters since. 1,187 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Fort Pitt Capital Group held 930 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $394K as of Q3 2024.
Fort Pitt Capital Group bought 58 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $23.6K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Fort Pitt Capital Group's portfolio in Q3 2024, its #107 holding.
Fort Pitt Capital Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 22 quarters since.
1,187 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.