M Holdings Securities’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-566	Closed	-$221K	–	161
2024 Q2	$221K	Buy	+566	New	+$220K	0.03%	274
2021 Q2	–	Sell	-869	Closed	-$287K	–	298
2021 Q1	$287K	Buy	+869	New	+$274K	0.03%	398
2019 Q1	–	Sell	-1,507	Closed	-$351K	–	363
2018 Q4	$351K	Hold	1,507	–	–	0.11%	220
2018 Q3	$398K	Sell	1,507 -6,958	-82%	-$1.78M	0.1%	228
2018 Q2	$2.06M	Buy	8,465 +2,168	+34%	+$532K	0.56%	40
2018 Q1	$1.52M	Buy	6,297 +1,016	+19%	+$255K	0.46%	52
2017 Q4	$1.31M	Buy	5,281 +186	+4%	+$44.1K	0.39%	69
2017 Q3	$1.14M	Buy	5,095 +1,872	+58%	+$410K	0.36%	78
2017 Q2	$687K	Buy	3,223 +1,914	+146%	+$402K	0.23%	120
2017 Q1	$270K	Buy	1,309 +290	+28%	+$59.1K	0.1%	219
2016 Q4	$201K	Buy	+1,019	New	+$192K	0.07%	239
2016 Q3	–	Sell	-1,646	Closed	-$295K	–	259
2016 Q2	$295K	Buy	+1,646	New	+$292K	0.15%	169
2014 Q4	–	Sell	-793	Closed	-$135K	–	232
2014 Q3	$135K	Buy	+793	New	+$134K	0.08%	232

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

M Holdings Securities's DIA Position: Q3 2024 in Review

M Holdings Securities sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 566 shares — an estimated $221K sold.

M Holdings Securities first reported a position in DIA in Q3 2014 and held it in 13 quarters. The position peaked at $2.06M in Q2 2018. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

M Holdings Securities reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 566 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $221K.
M Holdings Securities first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2014 and held it in 13 quarters.
M Holdings Securities's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.06M in Q2 2018.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.