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H&H Retirement Design & Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

H&H Retirement Design & 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
Q1 		– Sell
-722
Closed -$280K – 85
2023
Q4 		$280K Hold
722
– – 0.18% 53
2023
Q3 		$243K Buy
+722
New +$250K 0.17% 51

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

H&H Retirement Design & Management's DIA Position: Q1 2024 in Review

H&H Retirement Design & Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 722 shares — an estimated $280K sold.

H&H Retirement Design & Management first reported a position in DIA in Q3 2023 and held it in 2 quarters. The position peaked at $280K in Q4 2023. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

  • H&H Retirement Design & Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
  • H&H Retirement Design & Management sold 722 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $280K.
  • H&H Retirement Design & Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and held it in 2 quarters.
  • H&H Retirement Design & Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $280K 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 H&H Retirement Design & Management's 13F filing for Q1 2024, filed 24 Apr 2024.