Horan Securities’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-12	Closed	-$4.13K	–	223
2023 Q2	$4.13K	Hold	12	–	–	﹤0.01%	499
2023 Q1	$3.99K	Hold	12	–	–	﹤0.01%	503
2022 Q4	$3.98K	Hold	12	–	–	﹤0.01%	483
2022 Q3	$3K	Hold	12	–	–	﹤0.01%	447
2022 Q2	$4K	Hold	12	–	–	﹤0.01%	443
2022 Q1	$4K	Hold	12	–	–	﹤0.01%	395
2021 Q4	$4K	Buy	+12	New	+$4.26K	﹤0.01%	399
2021 Q2	$4K	Hold	12	–	–	﹤0.01%	366
2021 Q1	$4K	Hold	12	–	–	﹤0.01%	330
2020 Q4	$4K	Hold	12	–	–	﹤0.01%	318
2020 Q3	$3K	Hold	12	–	–	﹤0.01%	284
2020 Q2	$3K	Hold	12	–	–	﹤0.01%	263
2020 Q1	$3K	Buy	+12	New	+$3.19K	﹤0.01%	196
2019 Q4	–	Sell	-12	Closed	-$3K	–	72
2019 Q3	$3K	Hold	12	–	–	﹤0.01%	219
2019 Q2	$3K	Hold	12	–	–	﹤0.01%	246
2019 Q1	$3K	Hold	12	–	–	﹤0.01%	203
2018 Q4	$3K	Hold	12	–	–	﹤0.01%	194
2018 Q3	$3K	Hold	12	–	–	﹤0.01%	185
2018 Q2	$3K	Sell	12 -11	-48%	-$2.7K	﹤0.01%	188
2018 Q1	$6K	Hold	23	–	–	0.01%	141
2017 Q4	$6K	Buy	23 +12	+109%	+$2.84K	0.01%	140
2017 Q3	$3K	Buy	+11	New	+$2.41K	﹤0.01%	167

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Horan Securities's DIA Position: Q3 2023 in Review

Horan Securities sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 12 shares — an estimated $4.13K sold.

Horan Securities first reported a position in DIA in Q3 2017 and held it in 22 quarters. The position peaked at $6K in Q1 2018. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Horan Securities reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 12 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $4.13K.
Horan Securities first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and held it in 22 quarters.
Horan Securities's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6K in Q1 2018.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.