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

Laidlaw Wealth 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 Q1	–	Sell	-581	Closed	-$219K	–	193
2023 Q4	$219K	Buy	+581	New	+$203K	0.08%	223
2023 Q2	–	Sell	-1,089	Closed	-$362K	–	355
2023 Q1	$362K	Sell	1,089 -465	-30%	-$155K	0.07%	239
2022 Q4	$515K	Buy	1,554 +636	+69%	+$207K	0.11%	193
2022 Q3	$264K	Sell	918 -29	-3%	-$9.22K	0.06%	261
2022 Q2	$292K	Buy	947 +13	+1%	+$4.25K	0.06%	273
2022 Q1	$324K	Sell	934 -745	-44%	-$258K	0.05%	288
2021 Q4	$610K	Sell	1,679 -99	-6%	-$35.2K	0.1%	197
2021 Q3	$602K	Buy	1,778 +641	+56%	+$224K	0.15%	132
2021 Q2	$392K	Sell	1,137 -62	-5%	-$21.2K	0.1%	173
2021 Q1	$396K	Buy	1,199 +145	+14%	+$45.8K	0.14%	144
2020 Q4	$322K	Buy	+1,054	New	+$307K	0.07%	248
2020 Q3	–	Sell	-965	Closed	-$249K	–	209
2020 Q2	$249K	Buy	+965	New	+$237K	0.13%	150

Other funds holding DIA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laidlaw Wealth Management's DIA Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 581 shares — an estimated $219K sold.

Laidlaw Wealth Management first reported a position in DIA in Q2 2020 and held it in 12 quarters. The position peaked at $610K in Q4 2021. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Laidlaw Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 581 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $219K.
Laidlaw Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and held it in 12 quarters.
Laidlaw Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $610K in Q4 2021.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.