Leo Brokerage’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Leo Brokerage’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
2023 Q2	$1.29M	Sell	3,760 -7	-0.2%	-$2.36K	0.15%	106
2023 Q1	$1.25M	Buy	+3,767	New	+$1.25M	0.19%	105
2022 Q2	$1.1M	Buy	3,590 +17	+0.5%	+$5.56K	0.3%	57
2022 Q1	$1.24M	Buy	+3,573	New	+$1.24M	0.2%	84
2021 Q3	$1.37M	Buy	4,058 +585	+17%	+$204K	0.25%	52
2021 Q2	$1.2M	Buy	3,473 +15	+0.4%	+$5.12K	0.24%	59
2021 Q1	$1.14M	Buy	3,458 +14	+0.4%	+$4.42K	0.32%	50
2020 Q4	$1.05M	Sell	3,444 -64	-2%	-$18.6K	0.34%	52
2020 Q3	$905K	Buy	+3,508	New	+$958K	0.37%	47

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Leo Brokerage's DIA Position: Q2 2023 in Review

Leo Brokerage reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.19% in Q2 2023, selling an estimated $2.36K and leaving 3,760 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #106.

Leo Brokerage first reported a position in DIA in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2021. 1,035 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Leo Brokerage held 3,760 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.29M as of Q2 2023.
Leo Brokerage sold 7 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $2.36K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Leo Brokerage's portfolio in Q2 2023, its #106 holding.
Leo Brokerage first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.37M in Q3 2021.
1,035 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.