Heritage Wealth Management (Arizona)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Heritage Wealth Management (Arizona)’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	$235K	Hold	600	–	–	0.13%	149
2024 Q1	$239K	Hold	600	–	–	0.12%	152
2023 Q4	$226K	Buy	+600	New	+$210K	0.12%	149
2022 Q4	$412K	Buy	1,242 +621	+100%	+$202K	0.06%	249
2022 Q3	$178K	Hold	621	–	–	0.06%	248
2022 Q2	$191K	Hold	621	–	–	0.06%	241
2022 Q1	$215K	Buy	+621	New	+$215K	0.06%	260
2021 Q3	$203K	Hold	600	–	–	0.07%	213
2021 Q2	$207K	Hold	600	–	–	0.08%	218
2021 Q1	$198K	Buy	+600	New	+$189K	0.11%	163

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s DIA Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2024 at 600 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #149.

Heritage Wealth Management (Arizona) first reported a position in DIA in Q1 2021 and has held it in 10 quarters since. The position peaked at $412K in Q4 2022. 1,139 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

Heritage Wealth Management (Arizona) held 600 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $235K as of Q2 2024.
Heritage Wealth Management (Arizona) left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #149 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $412K in Q4 2022.
1,139 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.