PCMC
DIA icon

Planning Capital Management Corporation’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Planning Capital Management Corporation’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
Q2 		– Sell
-134
Closed -$53.4K – 732
2024
Q1 		$53.4K Buy
134
+36
+37% +$13.9K 0.04% 184
2023
Q4 		$36.8K Buy
+98
New +$34.2K 0.03% 217

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Planning Capital Management Corporation's DIA Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 134 shares — an estimated $53.4K sold.

Planning Capital Management Corporation first reported a position in DIA in Q4 2023 and held it in 2 quarters. The position peaked at $53.4K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 134 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $53.4K.
  • Planning Capital Management Corporation first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 2 quarters.
  • Planning Capital Management Corporation's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $53.4K in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.