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

Halpern Financial’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	$13.1K	Hold	31	–	–	﹤0.01%	150
2024 Q2	$12.1K	Buy	+31	New	+$12K	﹤0.01%	151
2024 Q1	–	Sell	-21	Closed	-$7.86K	–	221
2023 Q4	$7.86K	Hold	21	–	–	﹤0.01%	189
2023 Q3	$7.03K	Buy	+21	New	+$7.28K	﹤0.01%	170
2023 Q1	–	Sell	-20	Closed	-$6.63K	–	186
2022 Q4	$6.63K	Sell	20 -13	-39%	-$4.23K	﹤0.01%	148
2022 Q3	$9.48K	Buy	+33	New	+$10.5K	﹤0.01%	145

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Halpern Financial's DIA Position: Q3 2024 in Review

Halpern Financial held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2024 at 31 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Halpern Financial first reported a position in DIA in Q3 2022 and has held it in 6 quarters since. 1,186 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Halpern Financial held 31 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $13.1K as of Q3 2024.
Halpern Financial 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 ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #150 holding.
Halpern Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 6 quarters since.
1,186 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.