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Institutional & Family Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Institutional & Family Asset Management’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 		$222K Sell
569
-22
-4% -$8.54K 0.03% 142
2024
Q1 		$235K Sell
591
-27
-4% -$10.4K 0.04% 137
2023
Q4 		$233K Sell
618
-48
-7% -$16.8K 0.04% 138
2023
Q3 		$223K Hold
666
– – 0.04% 137
2023
Q2 		$229K Hold
666
– – 0.04% 137
2023
Q1 		$221K Sell
666
-106
-14% -$35.2K 0.04% 138
2022
Q4 		$256K Hold
772
– – 0.04% 129
2022
Q3 		$222K Sell
772
-147
-16% -$46.7K 0.04% 131
2022
Q2 		$283K Buy
919
+2
+0.2% +$654 0.05% 121
2022
Q1 		$318K Buy
917
+4
+0.4% +$1.39K 0.05% 127
2021
Q4 		$332K Sell
913
-89
-9% -$31.6K 0.05% 133
2021
Q3 		$339K Sell
1,002
-160
-14% -$55.9K 0.05% 140
2021
Q2 		$401K Sell
1,162
-356
-23% -$122K 0.07% 131
2021
Q1 		$501K Sell
1,518
-440
-22% -$139K 0.1% 124
2020
Q4 		$599K Buy
1,958
+57
+3% +$16.6K 0.13% 110
2020
Q3 		$527K Buy
1,901
+757
+66% +$207K 0.12% 105
2020
Q2 		$295K Buy
1,144
+105
+10% +$25.8K 0.06% 139
2020
Q1 		$228K Sell
1,039
-3,318
-76% -$881K 0.05% 138
2019
Q4 		$1.24M Buy
4,357
+1,221
+39% +$336K 0.26% 82
2019
Q3 		$844K Buy
3,136
+2,113
+207% +$564K 0.19% 91
2019
Q2 		$272K Sell
1,023
-500
-33% -$131K 0.06% 146
2019
Q1 		$395K Buy
1,523
+466
+44% +$117K 0.08% 130
2018
Q4 		$247K Buy
1,057
+5
+0.5% +$1.25K 0.06% 149
2018
Q3 		$278K Buy
1,052
+4
+0.4% +$1.02K 0.06% 160
2018
Q2 		$254K Sell
1,048
-1,019
-49% -$250K 0.05% 162
2018
Q1 		$499K Sell
2,067
-827
-29% -$208K 0.11% 113
2017
Q4 		$716K Sell
2,894
-328
-10% -$77.7K 0.14% 93
2017
Q3 		$721K Buy
3,222
+1,989
+161% +$435K 0.14% 102
2017
Q2 		$263K Buy
1,233
+7
+0.6% +$1.47K 0.06% 115
2017
Q1 		$253K Sell
1,226
-925
-43% -$189K 0.08% 114
2016
Q4 		$425K Buy
2,151
+939
+77% +$177K 0.13% 101
2016
Q3 		$222K Buy
1,212
+7
+0.6% +$1.28K 0.07% 112
2016
Q2 		$216K Sell
1,205
-376
-24% -$66.8K 0.08% 111
2016
Q1 		$275K Hold
1,581
– – 0.1% 114
2015
Q4 		$275K Buy
+1,581
New +$276K 0.1% 113

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

Institutional & Family Asset Management's DIA Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.7% in Q2 2024, selling an estimated $8.54K and leaving 569 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #142.

Institutional & Family Asset Management first reported a position in DIA in Q4 2015 and has held it in 35 quarters since. The position peaked at $1.24M in Q4 2019. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

  • Institutional & Family Asset Management held 569 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $222K as of Q2 2024.
  • Institutional & Family Asset Management sold 22 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $8.54K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #142 holding.
  • Institutional & Family Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 35 quarters since.
  • Institutional & Family Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.24M in Q4 2019.
  • 1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.