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Mason & Associates (Virginia)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mason & Associates (Virginia)’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 		– Sell
-7,980
Closed -$3.17M – 47
2024
Q1 		$3.17M Buy
+7,980
New +$3.07M 2.42% 11

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Mason & Associates (Virginia)'s DIA Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 7,980 shares — an estimated $3.17M sold.

Mason & Associates (Virginia) first reported a position in DIA in Q1 2024 and held it in 1 quarter. The position peaked at $3.17M in Q1 2024. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 7,980 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $3.17M.
  • Mason & Associates (Virginia) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.17M in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.