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Personal CFO Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Personal CFO Solutions’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
-500
Closed -$212K – 492
2024
Q3 		$212K Buy
+500
New +$203K 0.03% 525

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Personal CFO Solutions's DIA Position: Q4 2024 in Review

Personal CFO Solutions sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 500 shares — an estimated $212K sold.

Personal CFO Solutions first reported a position in DIA in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • Personal CFO Solutions reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 500 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $212K.
  • Personal CFO Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and held it in 1 quarter.
  • Personal CFO Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $212K 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 Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.