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Kiely Wealth Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kiely Wealth Advisory Group’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
Q1 		– Sell
-289
Closed -$110K – 286
2023
Q4 		$110K Buy
+289
New +$101K 0.06% 69

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
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

Kiely Wealth Advisory Group's DIA Position: Q1 2024 in Review

Kiely Wealth Advisory Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 289 shares — an estimated $110K sold.

Kiely Wealth Advisory Group first reported a position in DIA in Q4 2023 and held it in 1 quarter. The position peaked at $110K in Q4 2023. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

  • Kiely Wealth Advisory Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
  • Kiely Wealth Advisory Group sold 289 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $110K.
  • Kiely Wealth Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 1 quarter.
  • Kiely Wealth Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $110K in Q4 2023.
  • 1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.