Guardian Capital Advisors (Canada)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Guardian Capital Advisors (Canada)’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	–	Sell	-625	Closed	-$236K	–	175
2024 Q1	$236K	Hold	625	–	–	0.03%	158
2023 Q4	$236K	Buy	+625	New	+$218K	0.02%	159
2023 Q3	–	Sell	-750	Closed	-$258K	–	171
2023 Q2	$258K	Buy	750 +125	+20%	+$42.1K	0.03%	147
2023 Q1	$210K	Buy	+625	New	+$208K	0.02%	141
2014 Q4	–	Sell	-2,380	Closed	-$455K	–	181
2014 Q3	$455K	Hold	2,380	–	–	0.08%	128
2014 Q2	$404K	Buy	+2,380	New	+$395K	0.07%	141

Other funds holding DIA

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

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

Guardian Capital Advisors (Canada)'s DIA Position: Q2 2024 in Review

Guardian Capital Advisors (Canada) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 625 shares — an estimated $236K sold.

Guardian Capital Advisors (Canada) first reported a position in DIA in Q2 2014 and held it in 6 quarters. The position peaked at $455K in Q3 2014. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

Guardian Capital Advisors (Canada) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 625 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $236K.
Guardian Capital Advisors (Canada) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2014 and held it in 6 quarters.
Guardian Capital Advisors (Canada)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $455K in Q3 2014.
1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q2 2024, filed 13 Aug 2024.