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

Partnership 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 Q4	–	Sell	-104	Closed	-$44K	–	102
2024 Q3	$44K	Hold	104	–	–	0.03%	126
2024 Q2	$40.7K	Hold	104	–	–	0.03%	154
2024 Q1	$41.4K	Hold	104	–	–	0.03%	156
2023 Q4	$39.7K	Buy	+104	New	+$36.3K	0.03%	156

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Goldman Sachs New York $871B AUM 31.28% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Partnership Wealth Management's DIA Position: Q4 2024 in Review

Partnership Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 104 shares — an estimated $44K sold.

Partnership Wealth Management first reported a position in DIA in Q4 2023 and held it in 4 quarters. The position peaked at $44K in Q3 2024. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Partnership Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
Partnership Wealth Management sold 104 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $44K.
Partnership Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 4 quarters.
Partnership Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $44K in Q3 2024.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.