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

Level Financial Advisors’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	-14	Closed	-$5.28K	–	125
2023 Q4	$5.28K	Hold	14	–	–	﹤0.01%	213
2023 Q3	$4.69K	Hold	14	–	–	﹤0.01%	220
2023 Q2	$4.81K	Hold	14	–	–	﹤0.01%	221
2023 Q1	$4.66K	Hold	14	–	–	﹤0.01%	191
2022 Q4	$5K	Hold	14	–	–	﹤0.01%	190
2022 Q3	$4K	Buy	+14	New	+$4.45K	﹤0.01%	198

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

Level Financial Advisors's DIA Position: Q1 2024 in Review

Level Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 14 shares — an estimated $5.28K sold.

Level Financial Advisors first reported a position in DIA in Q3 2022 and held it in 6 quarters. The position peaked at $5.28K in Q4 2023. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Level Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 14 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $5.28K.
Level Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 6 quarters.
Level Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.28K in Q4 2023.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.