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

Private Portfolio Partners’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 		$1.18M Buy
2,769
+56
+2% +$24.2K 0.22% 84
2024
Q3 		$1.15M Buy
+2,713
New +$1.1M 0.22% 85
2024
Q2 		– Sell
-2,749
Closed -$1.09M – 121
2024
Q1 		$1.09M Buy
2,749
+246
+10% +$94.8K 0.23% 83
2023
Q4 		$943K Buy
2,503
+5
+0.2% +$1.75K 0.22% 85
2023
Q3 		$837K Sell
2,498
-49
-2% -$17K 0.22% 85
2023
Q2 		$876K Buy
2,547
+56
+2% +$18.8K 0.22% 79
2023
Q1 		$829K Sell
2,491
-120
-5% -$39.9K 0.22% 80
2022
Q4 		$865K Sell
2,611
-32
-1% -$10.4K 0.23% 86
2022
Q3 		$759K Sell
2,643
-21
-0.8% -$6.68K 0.22% 93
2022
Q2 		$820K Buy
2,664
+127
+5% +$41.5K 0.23% 87
2022
Q1 		$880K Buy
2,537
+19
+0.8% +$6.59K 0.22% 89
2021
Q4 		$915K Buy
2,518
+70
+3% +$24.9K 0.23% 92
2021
Q3 		$828K Buy
2,448
+96
+4% +$33.5K 0.24% 92
2021
Q2 		$811K Buy
2,352
+10
+0.4% +$3.41K 0.24% 92
2021
Q1 		$773K Buy
2,342
+93
+4% +$29.4K 0.25% 83
2020
Q4 		$688K Buy
2,249
+703
+45% +$205K 0.24% 89
2020
Q3 		$429K Buy
1,546
+22
+1% +$6.01K 0.17% 121
2020
Q2 		$393K Buy
1,524
+47
+3% +$11.6K 0.18% 120
2020
Q1 		$324K Buy
1,477
+79
+6% +$21K 0.17% 128
2019
Q4 		$399K Hold
1,398
– – 0.17% 124
2019
Q3 		$376K Sell
1,398
-202
-13% -$53.9K 0.18% 124
2019
Q2 		$425K Hold
1,600
– – 0.18% 139
2019
Q1 		$415K Sell
1,600
-140
-8% -$35.2K 0.22% 112
2018
Q4 		$406K Buy
+1,740
New +$434K 0.25% 99

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

Private Portfolio Partners's DIA Position: Q4 2024 in Review

Private Portfolio Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.1% in Q4 2024, buying an estimated $24.2K and bringing the position to 2,769 shares worth $1.18M. The position accounts for 0.22% of the portfolio, ranked #84.

Private Portfolio Partners first reported a position in DIA in Q4 2018 and has held it in 24 quarters since. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • Private Portfolio Partners held 2,769 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.18M as of Q4 2024.
  • Private Portfolio Partners bought 56 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $24.2K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.22% of Private Portfolio Partners's portfolio in Q4 2024, its #84 holding.
  • Private Portfolio Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 24 quarters since.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.