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McAdam LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

McAdam LLC’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
Q4 		– Sell
-1,499
Closed -$634K – 359
2024
Q3 		$634K Sell
1,499
-1
-0.1% -$406 0.04% 171
2024
Q2 		$587K Sell
1,500
-3
-0.2% -$1.17K 0.04% 160
2024
Q1 		$598K Sell
1,503
-37
-2% -$14.3K 0.04% 155
2023
Q4 		$580K Buy
1,540
+69
+5% +$24.1K 0.04% 147
2023
Q3 		$493K Hold
1,471
– – 0.04% 158
2023
Q2 		$506K Hold
1,471
– – 0.04% 151
2023
Q1 		$489K Buy
1,471
+1
+0.1% +$332 0.04% 153
2022
Q4 		$534K Sell
1,470
-1
-0.1% -$325 0.05% 99
2022
Q3 		$423K Hold
1,471
– – 0.05% 140
2022
Q2 		$453K Hold
1,471
– – 0.05% 139
2022
Q1 		$510K Buy
1,471
+1
+0.1% +$347 0.05% 109
2021
Q4 		$534K Sell
1,470
-1
-0.1% -$355 0.05% 99
2021
Q3 		$498K Buy
1,471
+1
+0.1% +$349 0.06% 101
2021
Q2 		$516K Hold
1,470
– – 0.06% 97
2021
Q1 		$485K Hold
1,470
– – 0.07% 90
2020
Q4 		$456K Buy
1,470
+4
+0.3% +$1.16K 0.07% 93
2020
Q3 		$407K Sell
1,466
-7
-0.5% -$1.91K 0.08% 77
2020
Q2 		$380K Sell
1,473
-136
-8% -$33.4K 0.08% 76
2020
Q1 		$353K Buy
+1,609
New +$427K 0.09% 64
2018
Q4 		– Sell
-116
Closed -$31K – 184
2018
Q3 		$31K Buy
116
+1
+0.9% +$256 0.01% 205
2018
Q2 		$28K Hold
115
– – 0.01% 200
2018
Q1 		$28K Buy
+115
New +$28.9K 0.01% 204

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

McAdam LLC's DIA Position: Q4 2024 in Review

McAdam LLC sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 1,499 shares — an estimated $634K sold.

McAdam LLC first reported a position in DIA in Q1 2018 and held it in 22 quarters. The position peaked at $634K in Q3 2024. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • McAdam LLC reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
  • McAdam LLC sold 1,499 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $634K.
  • McAdam LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 22 quarters.
  • McAdam LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $634K in Q3 2024.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on McAdam LLC's 13F filing for Q4 2024, filed 24 Jan 2025.