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Kesler Norman & Wride’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kesler Norman & Wride’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
-2,317
Closed -$980K – 225
2024
Q3 		$980K Buy
2,317
+3
+0.1% +$1.22K 0.19% 102
2024
Q2 		$905K Buy
2,314
+5
+0.2% +$1.94K 0.19% 105
2024
Q1 		$918K Hold
2,309
– – 0.19% 109
2023
Q4 		$870K Sell
2,309
-29
-1% -$10.1K 0.2% 109
2023
Q3 		$783K Sell
2,338
-4
-0.2% -$1.39K 0.2% 113
2023
Q2 		$805K Hold
2,342
– – 0.2% 109
2023
Q1 		$779K Sell
2,342
-3
-0.1% -$997 0.2% 105
2022
Q4 		$777K Buy
2,345
+5
+0.2% +$1.63K 0.2% 109
2022
Q3 		$672K Buy
2,340
+940
+67% +$299K 0.19% 121
2022
Q2 		$431K Sell
1,400
-125
-8% -$40.9K 0.12% 126
2022
Q1 		$529K Sell
1,525
-15
-1% -$5.2K 0.12% 122
2021
Q4 		$560K Sell
1,540
-1,598
-51% -$568K 0.12% 125
2021
Q3 		$1.06M Buy
3,138
+5
+0.2% +$1.75K 0.25% 98
2021
Q2 		$1.09M Sell
3,133
-1
-0% -$341 0.25% 99
2021
Q1 		$1.03M Buy
3,134
+7
+0.2% +$2.21K 0.26% 95
2020
Q4 		$956K Buy
+3,127
New +$910K 0.27% 97

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Kesler Norman & Wride's DIA Position: Q4 2024 in Review

Kesler Norman & Wride sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 2,317 shares — an estimated $980K sold.

Kesler Norman & Wride first reported a position in DIA in Q4 2020 and held it in 16 quarters. The position peaked at $1.09M in Q2 2021. 1,295 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • Kesler Norman & Wride reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 2,317 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $980K.
  • Kesler Norman & Wride first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 16 quarters.
  • Kesler Norman & Wride's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.09M in Q2 2021.
  • 1,295 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.