Hall Private Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.29M Sell
3,857
-61
-2% -$21.2K 0.87% 21
2023
Q2
$1.35M Buy
3,918
+562
+17% +$189K 0.73% 25
2023
Q1
$1.12M Buy
3,356
+2,403
+252% +$798K 0.58% 34
2022
Q4
$316K Buy
953
+27
+3% +$8.78K 0.18% 41
2022
Q3
$266K Buy
+926
New +$294K 0.15% 34
2021
Q4
Sell
-1,071
Closed -$362K 47
2021
Q3
$362K Sell
1,071
-2,371
-69% -$828K 0.23% 38
2021
Q2
$1.19M Buy
+3,442
New +$1.17M 0.77% 28
2020
Q4
$1.27M Buy
+4,165
New +$1.21M 1.05% 24

Other funds holding DIA

Hall Private Wealth Advisors's DIA Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q3 2023, selling an estimated $21.2K and leaving 3,857 shares worth $1.29M. The position accounts for 0.87% of the portfolio, ranked #21.

Hall Private Wealth Advisors first reported a position in DIA in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.35M in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

  • Hall Private Wealth Advisors held 3,857 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.29M as of Q3 2023.
  • Hall Private Wealth Advisors sold 61 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $21.2K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.87% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #21 holding.
  • Hall Private Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 8 quarters since.
  • Hall Private Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.35M in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.