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

Gratus Capital’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
Q2 		$3.1M Buy
7,937
+63
+0.8% +$24.5K 0.12% 116
2024
Q1 		$3.13M Buy
7,874
+6,174
+363% +$2.38M 0.14% 109
2023
Q4 		$641K Buy
1,700
+30
+2% +$10.5K 0.04% 171
2023
Q3 		$559K Buy
1,670
+120
+8% +$41.6K 0.04% 168
2023
Q2 		$533K Sell
1,550
-110
-7% -$37K 0.04% 171
2023
Q1 		$552K Sell
1,660
-1
-0.1% -$332 0.04% 153
2022
Q4 		$550K Buy
1,661
+1
+0.1% +$325 0.05% 155
2022
Q3 		$477K Buy
1,660
+401
+32% +$127K 0.05% 147
2022
Q2 		$388K Sell
1,259
-80
-6% -$26.2K 0.04% 143
2022
Q1 		$464K Hold
1,339
– – 0.04% 148
2021
Q4 		$486K Buy
1,339
+109
+9% +$38.7K 0.05% 147
2021
Q3 		$416K Hold
1,230
– – 0.04% 144
2021
Q2 		$424K Buy
1,230
+80
+7% +$27.3K 0.05% 142
2021
Q1 		$380K Hold
1,150
– – 0.05% 149
2020
Q4 		$352K Buy
+1,150
New +$335K 0.05% 142

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Gratus Capital's DIA Position: Q2 2024 in Review

Gratus Capital increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.8% in Q2 2024, buying an estimated $24.5K and bringing the position to 7,937 shares worth $3.1M. The position accounts for 0.12% of the portfolio, ranked #116.

Gratus Capital first reported a position in DIA in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.13M in Q1 2024. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

  • Gratus Capital held 7,937 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.1M as of Q2 2024.
  • Gratus Capital bought 63 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $24.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Gratus Capital's portfolio in Q2 2024, its #116 holding.
  • Gratus Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 15 quarters since.
  • Gratus Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.13M in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.