Matthew Hamilton Rosenberg’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Matthew Hamilton Rosenberg’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 Q2	–	Sell	-24	Closed	-$7.98K	–	964
2023 Q1	$7.98K	Hold	24	–	–	﹤0.01%	692
2022 Q4	$7.95K	Hold	24	–	–	﹤0.01%	683
2022 Q3	$7K	Hold	24	–	–	﹤0.01%	684
2022 Q2	$7K	Hold	24	–	–	﹤0.01%	675
2022 Q1	$8K	Hold	24	–	–	﹤0.01%	643
2021 Q4	$9K	Hold	24	–	–	﹤0.01%	603
2021 Q3	$8K	Buy	+24	New	+$8.38K	﹤0.01%	599

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

Matthew Hamilton Rosenberg's DIA Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 24 shares — an estimated $7.98K sold.

Matthew Hamilton Rosenberg first reported a position in DIA in Q3 2021 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Matthew Hamilton Rosenberg reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 24 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $7.98K.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and held it in 7 quarters.
Matthew Hamilton Rosenberg's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $9K in Q4 2021.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.