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

NRI Wealth 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 Q2	$210K	Sell	536 -44	-8%	-$17.1K	0.16%	25
2024 Q1	$231K	Sell	580 -56	-9%	-$21.6K	0.19%	27
2023 Q4	$240K	Buy	+636	New	+$222K	0.24%	27

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

NRI Wealth Management's DIA Position: Q2 2024 in Review

NRI Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.6% in Q2 2024, selling an estimated $17.1K and leaving 536 shares worth $210K. The position accounts for 0.16% of the portfolio, ranked #25.

NRI Wealth Management first reported a position in DIA in Q4 2023 and has held it in 3 quarters since. The position peaked at $240K in Q4 2023. 1,139 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

NRI Wealth Management held 536 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $210K as of Q2 2024.
NRI Wealth Management sold 44 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $17.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of NRI Wealth Management's portfolio in Q2 2024, its #25 holding.
NRI Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 3 quarters since.
NRI Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $240K in Q4 2023.
1,139 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on NRI Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.