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Glassman Wealth Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-110
Closed -$41.5K – 637
2023
Q4 		$41.5K Buy
110
+88
+400% +$30.8K 0.01% 488
2023
Q3 		$7.37K Buy
+22
New +$7.63K ﹤0.01% 945

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glassman Wealth Services's DIA Position: Q1 2024 in Review

Glassman Wealth Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 110 shares — an estimated $41.5K sold.

Glassman Wealth Services first reported a position in DIA in Q3 2023 and held it in 2 quarters. The position peaked at $41.5K in Q4 2023. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

  • Glassman Wealth Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 110 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $41.5K.
  • Glassman Wealth Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and held it in 2 quarters.
  • Glassman Wealth Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $41.5K in Q4 2023.
  • 1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.