Laurel Wealth Advisors (California)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$1.95M	Sell	5,869 -2,061	-26%	-$670K	0.19%	122
2022 Q3	$2.28M	Sell	7,930 -1,244	-14%	-$395K	0.24%	95
2022 Q2	$2.82M	Sell	9,174 -989	-10%	-$323K	0.29%	83
2022 Q1	$3.52M	Sell	10,163 -16,613	-62%	-$5.76M	0.29%	82
2021 Q4	$9.73M	Buy	26,776 +25,417	+1,870%	+$9.03M	0.75%	23
2021 Q3	$460K	Sell	1,359 -16,276	-92%	-$5.69M	0.08%	250
2021 Q2	$6.08M	Buy	17,635 +16,968	+2,544%	+$5.79M	0.79%	22
2021 Q1	$221K	Buy	+667	New	+$211K	0.03%	423
2020 Q1	–	Sell	-754	Closed	-$215K	–	374
2019 Q4	$215K	Sell	754 -3,984	-84%	-$1.1M	0.04%	426
2019 Q3	$1.28M	Buy	+4,738	New	+$1.26M	0.22%	122
2017 Q1	–	Sell	-23	Closed	-$4K	–	307
2016 Q4	$4K	Buy	+23	New	+$4.34K	﹤0.01%	277

Other funds holding DIA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DIA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 26% in Q4 2022, selling an estimated $670K and leaving 5,869 shares worth $1.95M. The position accounts for 0.19% of the portfolio, ranked #122.

Laurel Wealth Advisors (California) first reported a position in DIA in Q4 2016 and has held it in 11 quarters since. The position peaked at $9.73M in Q4 2021. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Laurel Wealth Advisors (California) held 5,869 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.95M as of Q4 2022.
Laurel Wealth Advisors (California) sold 2,061 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $670K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.19% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #122 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 11 quarters since.
Laurel Wealth Advisors (California)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $9.73M in Q4 2021.
1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.