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

Gainplan’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 Q4	–	Sell	-1,019	Closed	-$341K	–	51
2023 Q3	$341K	Buy	1,019 +368	+57%	+$128K	0.47%	32
2023 Q2	$224K	Sell	651 -200	-24%	-$67.3K	0.12%	39
2023 Q1	$283K	Sell	851 -1,152	-58%	-$383K	0.18%	29
2022 Q4	$664K	Sell	2,003 -1,393	-41%	-$453K	1.58%	20
2022 Q3	$976K	Sell	3,396 -2,045	-38%	-$650K	1.02%	14
2022 Q2	$1.68M	Sell	5,441 -2,529	-32%	-$827K	1.11%	12
2022 Q1	$2.76M	Buy	7,970 +518	+7%	+$180K	2.1%	10
2021 Q4	$2.71M	Buy	7,452 +394	+6%	+$140K	1.17%	12
2021 Q3	$2.39M	Buy	7,058 +1,127	+19%	+$394K	1.06%	13
2021 Q2	$2.04M	Buy	+5,931	New	+$2.02M	0.81%	15
2020 Q4	–	Sell	-1,742	Closed	-$483K	–	51
2020 Q3	$483K	Buy	+1,742	New	+$476K	0.71%	20

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Gainplan's DIA Position: Q4 2023 in Review

Gainplan sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2023, closing a stake of 1,019 shares — an estimated $341K sold.

Gainplan first reported a position in DIA in Q3 2020 and held it in 11 quarters. The position peaked at $2.76M in Q1 2022. 1,137 funds tracked by Wall St. Rank hold DIA as of Q4 2023.

Gainplan reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2023 after selling out during the quarter.
Gainplan sold 1,019 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2023, an estimated $341K.
Gainplan first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and held it in 11 quarters.
Gainplan's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.76M in Q1 2022.
1,137 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2023.

Based on Gainplan's 13F filing for Q4 2023, filed 8 Feb 2024.