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

Phillips Wealth Planners’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
Q1 		– Sell
-783
Closed -$293K – 177
2023
Q4 		$293K Buy
+783
New +$274K 0.35% 100

Other funds holding DIA

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Phillips Wealth Planners's DIA Position: Q1 2024 in Review

Phillips Wealth Planners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 783 shares — an estimated $293K sold.

Phillips Wealth Planners first reported a position in DIA in Q4 2023 and held it in 1 quarter. The position peaked at $293K in Q4 2023. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

  • Phillips Wealth Planners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
  • Phillips Wealth Planners sold 783 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $293K.
  • Phillips Wealth Planners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 1 quarter.
  • Phillips Wealth Planners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $293K in Q4 2023.
  • 1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Phillips Wealth Planners's 13F filing for Q1 2024, filed 29 Apr 2024.