Levy Wealth Management Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Levy Wealth Management 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 Q2	$251K	Hold	642	–	–	0.06%	92
2024 Q1	$242K	Hold	642	–	–	0.07%	94
2023 Q4	$242K	Sell	642 -209	-25%	-$73K	0.07%	94
2023 Q3	$285K	Buy	851 +1	+0.1%	+$347	0.09%	86
2023 Q2	$292K	Buy	850 +211	+33%	+$71K	0.09%	88
2023 Q1	$213K	Hold	639	–	–	0.07%	100
2022 Q4	$212K	Buy	+639	New	+$208K	0.07%	89
2022 Q2	–	Sell	-639	Closed	-$222K	–	72
2022 Q1	$222K	Hold	639	–	–	0.09%	66
2021 Q4	$232K	Sell	639 -120	-16%	-$42.6K	0.11%	69
2021 Q3	$257K	Hold	759	–	–	0.14%	56
2021 Q2	$262K	Sell	759 -186	-20%	-$63.5K	0.15%	55
2021 Q1	$312K	Hold	945	–	–	0.21%	42
2020 Q4	$289K	Buy	+945	New	+$275K	0.2%	45

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

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

Levy Wealth Management Group's DIA Position: Q2 2024 in Review

Levy Wealth Management Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2024 at 642 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #92.

Levy Wealth Management Group first reported a position in DIA in Q4 2020 and has held it in 13 quarters since. The position peaked at $312K in Q1 2021. 1,139 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

Levy Wealth Management Group held 642 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $251K as of Q2 2024.
Levy Wealth Management Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Levy Wealth Management Group's portfolio in Q2 2024, its #92 holding.
Levy Wealth Management Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 13 quarters since.
Levy Wealth Management Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $312K in Q1 2021.
1,139 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.