Lake Street Advisors Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lake Street Advisors 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 Q4	$1.71M	Buy	4,001 +2	+0.1%	+$866	0.08%	161
2024 Q3	$1.7M	Sell	3,999 -99	-2%	-$40.2K	0.08%	146
2024 Q2	$1.61M	Buy	4,098 +1,907	+87%	+$740K	0.08%	156
2024 Q1	$874K	Sell	2,191 -1,804	-45%	-$695K	0.04%	246
2023 Q4	$1.51M	Buy	+3,995	New	+$1.4M	0.08%	170
2018 Q1	–	Sell	-1,395	Closed	-$345K	–	325
2017 Q4	$345K	Buy	+1,395	New	+$330K	0.04%	188

Other funds holding DIA

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Lake Street Advisors Group's DIA Position: Q4 2024 in Review

Lake Street Advisors Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.05% in Q4 2024, buying an estimated $866 and bringing the position to 4,001 shares worth $1.71M. The position accounts for 0.08% of the portfolio, ranked #161.

Lake Street Advisors Group first reported a position in DIA in Q4 2017 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Lake Street Advisors Group held 4,001 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.71M as of Q4 2024.
Lake Street Advisors Group bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $866.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Lake Street Advisors Group's portfolio in Q4 2024, its #161 holding.
Lake Street Advisors Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 6 quarters since.
1,296 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.