Householder Group Estate & Retirement Specialist’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-1,056	Closed	-$446K	–	697
2024 Q3	$446K	Sell	1,056 -446	-30%	-$181K	0.13%	148
2024 Q2	$587K	Hold	1,502	–	–	0.16%	119
2024 Q1	$597K	Sell	1,502 -7	-0.5%	-$2.7K	0.18%	114
2023 Q4	$568K	Buy	1,509 +431	+40%	+$151K	0.19%	104
2023 Q3	$361K	Buy	+1,078	New	+$374K	0.13%	145
2023 Q1	$503K	Buy	+1,512	New	+$502K	0.19%	105
2022 Q4	–	Sell	-927	Closed	-$266K	–	494
2022 Q3	$266K	Hold	927	–	–	0.11%	165
2022 Q2	$285K	Hold	927	–	–	0.13%	160
2022 Q1	$322K	Buy	927 +8	+0.9%	+$2.77K	0.13%	153
2021 Q4	$334K	Buy	+919	New	+$327K	0.12%	155

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Goldman Sachs New York $871B AUM 31.28% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Householder Group Estate & Retirement Specialist's DIA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 1,056 shares — an estimated $446K sold.

Householder Group Estate & Retirement Specialist first reported a position in DIA in Q4 2021 and held it in 10 quarters. The position peaked at $597K in Q1 2024. 1,295 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,056 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $446K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $597K in Q1 2024.
1,295 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.