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

Orgel 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
2022 Q2	–	Sell	-800	Closed	-$277K	–	66
2022 Q1	$277K	Hold	800	–	–	0.02%	53
2021 Q4	$291K	Hold	800	–	–	0.03%	47
2021 Q3	$271K	Hold	800	–	–	0.03%	47
2021 Q2	$276K	Hold	800	–	–	0.03%	45
2021 Q1	$264K	Buy	+800	New	+$253K	0.04%	45

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Orgel Wealth Management's DIA Position: Q2 2022 in Review

Orgel Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2022, closing a stake of 800 shares — an estimated $277K sold.

Orgel Wealth Management first reported a position in DIA in Q1 2021 and held it in 5 quarters. The position peaked at $291K in Q4 2021. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

Orgel Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2022 after selling out during the quarter.
Orgel Wealth Management sold 800 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $277K.
Orgel Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 5 quarters.
Orgel Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $291K in Q4 2021.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on Orgel Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.