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

Little House Capital’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
Q4 		– Sell
-828
Closed -$277K – 122
2023
Q3 		$277K Buy
+828
New +$287K 0.11% 108

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Little House Capital's DIA Position: Q4 2023 in Review

Little House Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2023, closing a stake of 828 shares — an estimated $277K sold.

Little House Capital first reported a position in DIA in Q3 2023 and held it in 1 quarter. The position peaked at $277K in Q3 2023. 1,136 funds tracked by Wall St. Rank hold DIA as of Q4 2023.

  • Little House Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2023 after selling out during the quarter.
  • Little House Capital sold 828 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2023, an estimated $277K.
  • Little House Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and held it in 1 quarter.
  • Little House Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $277K in Q3 2023.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2023.

Based on Little House Capital's 13F filing for Q4 2023, filed 5 Feb 2024.