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

Madden 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
2023 Q1	–	Sell	-242	Closed	-$80.2K	–	160
2022 Q4	$80.2K	Buy	+242	New	+$78.7K	0.04%	155
2021 Q4	–	Sell	-1,037	Closed	-$351K	–	116
2021 Q3	$351K	Hold	1,037	–	–	0.19%	83
2021 Q2	$358K	Buy	1,037 +95	+10%	+$32.4K	0.19%	105
2021 Q1	$311K	Sell	942 -80	-8%	-$25.3K	0.18%	108
2020 Q4	$313K	Hold	1,022	–	–	0.2%	102
2020 Q3	$284K	Sell	1,022 -210	-17%	-$57.4K	0.21%	96
2020 Q2	$318K	Buy	+1,232	New	+$303K	0.28%	78
2019 Q4	$351K	Buy	+1,232	New	+$339K	0.35%	77

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Madden Securities's DIA Position: Q1 2023 in Review

Madden Securities sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 242 shares — an estimated $80.2K sold.

Madden Securities first reported a position in DIA in Q4 2019 and held it in 8 quarters. The position peaked at $358K in Q2 2021. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Madden Securities reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 242 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $80.2K.
Madden Securities first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 8 quarters.
Madden Securities's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $358K in Q2 2021.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.