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

FourThought Financial’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
2022 Q3	$118K	Hold	411	–	–	0.02%	402
2022 Q2	$127K	Hold	411	–	–	0.02%	379
2022 Q1	$143K	Hold	411	–	–	0.02%	393
2021 Q4	$149K	Hold	411	–	–	0.02%	386
2021 Q3	$139K	Hold	411	–	–	0.02%	413
2021 Q2	$141K	Hold	411	–	–	0.02%	417
2021 Q1	$135K	Hold	411	–	–	0.02%	423
2020 Q4	$125K	Buy	+411	New	+$120K	0.02%	433

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

FourThought Financial's DIA Position: Q3 2022 in Review

FourThought Financial held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2022 at 411 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #402.

FourThought Financial first reported a position in DIA in Q4 2020 and has held it in 8 quarters since. The position peaked at $149K in Q4 2021. 932 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

FourThought Financial held 411 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $118K as of Q3 2022.
FourThought Financial left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #402 holding.
FourThought Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $149K in Q4 2021.
932 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.