MassMutual Private Wealth & Trust’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

MassMutual Private Wealth & Trust’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	-91	Closed	-$36.2K	–	2159
2024 Q1	$36.2K	Buy	+91	New	+$35.1K	﹤0.01%	681
2021 Q4	–	Sell	-40	Closed	-$14K	–	1413
2021 Q3	$14K	Buy	+40	New	+$14K	﹤0.01%	652
2020 Q2	–	Sell	-121	Closed	-$27K	–	747
2020 Q1	$27K	Hold	121	–	–	﹤0.01%	421
2019 Q4	$34K	Buy	+121	New	+$33.3K	﹤0.01%	470
2019 Q2	–	Sell	-73	Closed	-$18.9K	–	768
2019 Q1	$18.9K	Hold	73	–	–	﹤0.01%	517
2018 Q4	$17K	Hold	73	–	–	﹤0.01%	504
2018 Q3	$19.3K	Hold	73	–	–	﹤0.01%	510
2018 Q2	$17.7K	Hold	73	–	–	﹤0.01%	513
2018 Q1	$17.6K	Sell	73 -320	-81%	-$80.4K	﹤0.01%	521
2017 Q4	$97.2K	Hold	393	–	–	0.01%	392
2017 Q3	$88K	Hold	393	–	–	0.01%	430
2017 Q2	$83.8K	Buy	+393	New	+$82.4K	0.01%	407
2017 Q1	–	Sell	-1	Closed	-$198	–	1041
2016 Q4	$198	Buy	+1	New	+$189	﹤0.01%	659
2016 Q1	–	Sell	-33	Closed	-$5.74K	–	849
2015 Q4	$5.74K	Buy	+33	New	+$5.76K	﹤0.01%	557

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

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

MassMutual Private Wealth & Trust's DIA Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 91 shares — an estimated $36.2K sold.

MassMutual Private Wealth & Trust first reported a position in DIA in Q4 2015 and held it in 14 quarters. The position peaked at $97.2K in Q4 2017. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

MassMutual Private Wealth & Trust reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 91 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $36.2K.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and held it in 14 quarters.
MassMutual Private Wealth & Trust's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $97.2K in Q4 2017.
1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.