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

Oxler Private Wealth’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
Q4 		– Sell
-40
Closed -$3.92K – 141
2022
Q3 		$3.92K Buy
+40
New +$12.7K ﹤0.01% 417

Other funds holding DIA

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Oxler Private Wealth's DIA Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 40 shares — an estimated $3.92K sold.

Oxler Private Wealth first reported a position in DIA in Q3 2022 and held it in 1 quarter. The position peaked at $3.92K in Q3 2022. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

  • Oxler Private Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 40 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $3.92K.
  • Oxler Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.92K in Q3 2022.
  • 1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.