Naples Money Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Naples Money Management’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 Q3	$423	Hold	1	–	–	﹤0.01%	363
2024 Q2	$391	Hold	1	–	–	﹤0.01%	379
2024 Q1	$398	Hold	1	–	–	﹤0.01%	384
2023 Q4	$377	Buy	+1	New	+$349	﹤0.01%	396

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Naples Money Management's DIA Position: Q3 2024 in Review

Naples Money Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2024 at 1 share worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Naples Money Management first reported a position in DIA in Q4 2023 and has held it in 4 quarters since. 1,186 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Naples Money Management held 1 share of State Street SPDR Dow Jones Industrial Average ETF Trust worth $423 as of Q3 2024.
Naples Money Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #363 holding.
Naples Money Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 4 quarters since.
1,186 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.