Morningstar Investment Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Morningstar Investment Services’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 Q1	–	Sell	-5,837	Closed	-$2.2M	–	372
2023 Q4	$2.2M	Buy	5,837 +2,886	+98%	+$1.01M	0.01%	183
2023 Q3	$993K	Sell	2,951 -826	-22%	-$286K	0.01%	175
2023 Q2	$1.29M	Hold	3,777	–	–	0.02%	167
2023 Q1	$1.24M	Sell	3,777 -64	-2%	-$21.3K	0.02%	166
2022 Q4	$1.28M	Hold	3,841	–	–	0.02%	155
2022 Q3	$1.23M	Buy	+3,841	New	+$1.22M	0.02%	154

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

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

Morningstar Investment Services's DIA Position: Q1 2024 in Review

Morningstar Investment Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 5,837 shares — an estimated $2.2M sold.

Morningstar Investment Services first reported a position in DIA in Q3 2022 and held it in 6 quarters. The position peaked at $2.2M in Q4 2023. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Morningstar Investment Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Morningstar Investment Services sold 5,837 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $2.2M.
Morningstar Investment Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 6 quarters.
Morningstar Investment Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.2M in Q4 2023.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.