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

Gray Wealth Management’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 Q4	$1.95M	Buy	4,572 +2	+0%	+$866	0.74%	31
2024 Q3	$1.93M	Sell	4,570 -21	-0.5%	-$8.53K	0.76%	30
2024 Q2	$1.8M	Sell	4,591 -115	-2%	-$44.6K	0.77%	29
2024 Q1	$1.87M	Sell	4,706 -51	-1%	-$19.6K	0.84%	27
2023 Q4	$1.79M	Sell	4,757 -354	-7%	-$124K	0.87%	27
2023 Q3	$1.71M	Buy	5,111 +136	+3%	+$47.2K	0.88%	29
2023 Q2	$1.71M	Buy	4,975 +13	+0.3%	+$4.38K	0.86%	30
2023 Q1	$1.65M	Buy	4,962 +159	+3%	+$52.8K	0.9%	28
2022 Q4	$1.59M	Sell	4,803 -92	-2%	-$29.9K	0.92%	26
2022 Q3	$1.41M	Buy	4,895 +833	+21%	+$265K	0.9%	25
2022 Q2	$1.25M	Buy	4,062 +1,344	+49%	+$440K	0.76%	31
2022 Q1	$943K	Buy	2,718 +1,814	+201%	+$629K	0.49%	41
2021 Q4	$328K	Buy	+904	New	+$321K	0.16%	83

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Gray Wealth Management's DIA Position: Q4 2024 in Review

Gray Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.04% in Q4 2024, buying an estimated $866 and bringing the position to 4,572 shares worth $1.95M. The position accounts for 0.74% of the portfolio, ranked #31.

Gray Wealth Management first reported a position in DIA in Q4 2021 and has held it in 13 quarters since. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Gray Wealth Management held 4,572 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.95M as of Q4 2024.
Gray Wealth Management bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $866.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.74% of Gray Wealth Management's portfolio in Q4 2024, its #31 holding.
Gray Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 13 quarters since.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.