GYL Financial Synergies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

GYL Financial Synergies’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 Q3	$971K	Hold	2,294	–	–	0.07%	189
2024 Q2	$897K	Buy	2,294 +32	+1%	+$12.4K	0.07%	186
2024 Q1	$900K	Sell	2,262 -50	-2%	-$19.3K	0.07%	191
2023 Q4	$871K	Buy	2,312 +50	+2%	+$17.5K	0.07%	194
2023 Q3	$758K	Hold	2,262	–	–	0.07%	201
2023 Q2	$778K	Hold	2,262	–	–	0.07%	201
2023 Q1	$752K	Sell	2,262 -5	-0.2%	-$1.66K	0.09%	147
2022 Q4	$751K	Buy	2,267 +5	+0.2%	+$1.63K	0.16%	86
2022 Q3	$650K	Hold	2,262	–	–	0.18%	78
2022 Q2	$696K	Hold	2,262	–	–	0.19%	74
2022 Q1	$785K	Sell	2,262 -455	-17%	-$158K	0.19%	70
2021 Q4	$987K	Hold	2,717	–	–	0.27%	62
2021 Q3	$919K	Hold	2,717	–	–	0.47%	49
2021 Q2	$937K	Hold	2,717	–	–	0.48%	46
2021 Q1	$897K	Hold	2,717	–	–	0.49%	45
2020 Q4	$831K	Hold	2,717	–	–	0.48%	49
2020 Q3	$754K	Hold	2,717	–	–	0.49%	47
2020 Q2	$701K	Hold	2,717	–	–	0.51%	45
2020 Q1	$596K	Buy	2,717 +455	+20%	+$121K	0.38%	52
2019 Q4	$645K	Hold	2,262	–	–	0.29%	64
2019 Q3	$609K	Hold	2,262	–	–	0.3%	65
2019 Q2	$601K	Buy	2,262 +27	+1%	+$7.05K	0.32%	59
2019 Q1	$579K	Hold	2,235	–	–	0.33%	58
2018 Q4	$521K	Buy	+2,235	New	+$558K	0.38%	53

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

GYL Financial Synergies's DIA Position: Q3 2024 in Review

GYL Financial Synergies held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2024 at 2,294 shares worth $971K. The position accounts for 0.07% of the portfolio, ranked #189.

GYL Financial Synergies first reported a position in DIA in Q4 2018 and has held it in 24 quarters since. The position peaked at $987K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

GYL Financial Synergies held 2,294 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $971K as of Q3 2024.
GYL Financial Synergies left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of GYL Financial Synergies's portfolio in Q3 2024, its #189 holding.
GYL Financial Synergies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 24 quarters since.
GYL Financial Synergies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $987K in Q4 2021.
1,187 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.