L.J. Altfest & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

L.J. Altfest & Co’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
2026 Q1	$203K	Buy	+439	New	+$213K	0.02%	317
2022 Q4	–	Sell	-804	Closed	-$231K	–	261
2022 Q3	$231K	Buy	+804	New	+$256K	0.04%	240
2022 Q1	–	Sell	-1,474	Closed	-$535K	–	261
2021 Q4	$535K	Buy	+1,474	New	+$524K	0.1%	142
2017 Q4	–	Sell	-1,635	Closed	-$366K	–	157
2017 Q3	$366K	Hold	1,635	–	–	0.18%	110
2017 Q2	$349K	Hold	1,635	–	–	0.21%	103
2017 Q1	$337K	Buy	1,635 +144	+10%	+$29.4K	0.13%	102
2016 Q4	$294K	Buy	+1,491	New	+$281K	0.15%	110

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return