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

Northwest Investment Counselors’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	$84.6K	Buy	+200	New	+$81.3K	0.02%	196
2024 Q2	–	Sell	-200	Closed	-$79.6K	–	229
2024 Q1	$79.6K	Buy	+200	New	+$77K	0.02%	195
2023 Q4	–	Sell	-200	Closed	-$67K	–	229
2023 Q3	$67K	Hold	200	–	–	0.02%	201
2023 Q2	$68.8K	Sell	200 -27	-12%	-$9.09K	0.02%	210
2023 Q1	$75.6K	Buy	227 +27	+14%	+$8.97K	0.02%	206
2022 Q4	$66.3K	Hold	200	–	–	0.02%	212
2022 Q3	$57K	Hold	200	–	–	0.02%	195
2022 Q2	$62K	Hold	200	–	–	0.02%	187
2022 Q1	$69K	Hold	200	–	–	0.02%	196
2021 Q4	$73K	Buy	+200	New	+$71.1K	0.02%	196
2021 Q2	–	Sell	-200	Closed	-$66K	–	214
2021 Q1	$66K	Buy	+200	New	+$63.1K	0.02%	198
2020 Q4	–	Sell	-200	Closed	-$56K	–	211
2020 Q3	$56K	Buy	+200	New	+$54.6K	0.02%	177

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 $377B AUM 19.32% 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

Northwest Investment Counselors's DIA Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024: 200 shares worth $84.6K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in DIA as recently as Q1 2024.

Northwest Investment Counselors first reported a position in DIA in Q3 2020 and has held it in 12 quarters since. 1,186 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Northwest Investment Counselors held 200 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $84.6K as of Q3 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Northwest Investment Counselors position in Q3 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #196 holding.
Northwest Investment Counselors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 12 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 Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.