LWMM
DIA icon

Legacy Wealth Management (Mississippi)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q1 		– Sell
-6,500
Closed -$1.85M – 103
2019
Q4 		$1.85M Buy
+6,500
New +$1.79M 1.61% 11

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s DIA Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2020, closing a stake of 6,500 shares — an estimated $1.85M sold.

Legacy Wealth Management (Mississippi) first reported a position in DIA in Q4 2019 and held it in 1 quarter. The position peaked at $1.85M in Q4 2019. 718 funds tracked by Wall St. Rank hold DIA as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 6,500 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2020, an estimated $1.85M.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.85M in Q4 2019.
  • 718 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.