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Impact Partnership Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Impact Partnership Wealth’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 		– Sell
-96
Closed -$38.2K – 324
2024
Q1 		$38.2K Sell
96
-49
-34% -$18.9K 0.02% 344
2023
Q4 		$54.6K Buy
145
+90
+164% +$31.4K 0.02% 311
2023
Q3 		$18.4K Buy
55
+48
+686% +$16.6K 0.01% 501
2023
Q2 		$2.43K Buy
+7
New +$2.36K ﹤0.01% 616

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Impact Partnership Wealth's DIA Position: Q2 2024 in Review

Impact Partnership Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 96 shares — an estimated $38.2K sold.

Impact Partnership Wealth first reported a position in DIA in Q2 2023 and held it in 4 quarters. The position peaked at $54.6K in Q4 2023. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

  • Impact Partnership Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 96 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $38.2K.
  • Impact Partnership Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $54.6K in Q4 2023.
  • 1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.