Linker Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Linker Capital Management’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	$3.43M	Hold	9,976	–	–	3.5%	7
2023 Q1	$3.32M	Hold	9,976	–	–	3.64%	7
2022 Q4	$3.31M	Hold	9,976	–	–	3.79%	7
2022 Q3	$2.87M	Hold	9,976	–	–	3.55%	8
2022 Q2	$3.07M	Sell	9,976 -8	-0.1%	-$2.62K	3.82%	8
2022 Q1	$3.46M	Hold	9,984	–	–	3.44%	8
2021 Q4	$3.63M	Buy	+9,984	New	+$3.55M	3.49%	8

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Linker Capital Management's DIA Position: Q2 2023 in Review

Linker Capital Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2023 at 9,976 shares worth $3.43M. The position accounts for 3.5% of the portfolio, ranked #7.

Linker Capital Management first reported a position in DIA in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.63M in Q4 2021. 1,035 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Linker Capital Management held 9,976 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.43M as of Q2 2023.
Linker Capital Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2023.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.5% of Linker Capital Management's portfolio in Q2 2023, its #7 holding.
Linker Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.63M in Q4 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 Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.