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

Novare Capital 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
2022 Q3	–	Sell	-1,028	Closed	-$316K	–	172
2022 Q2	$316K	Hold	1,028	–	–	0.04%	138
2022 Q1	$357K	Buy	+1,028	New	+$357K	0.04%	133

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Novare Capital Management's DIA Position: Q3 2022 in Review

Novare Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 1,028 shares — an estimated $316K sold.

Novare Capital Management first reported a position in DIA in Q1 2022 and held it in 2 quarters. The position peaked at $357K in Q1 2022. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Novare Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Novare Capital Management sold 1,028 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $316K.
Novare Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 2 quarters.
Novare Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $357K in Q1 2022.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Novare Capital Management's 13F filing for Q3 2022, filed 11 Oct 2022.