Professional Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Professional Financial Advisors’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
2023 Q1	–	Sell	-3,094	Closed	-$1.03M	–	65
2022 Q4	$1.03M	Buy	+3,094	New	+$1.01M	0.69%	27
2022 Q3	–	Sell	-3,934	Closed	-$1.21M	–	486
2022 Q2	$1.21M	Buy	+3,934	New	+$1.29M	0.68%	30

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Professional Financial Advisors's DIA Position: Q1 2023 in Review

Professional Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 3,094 shares — an estimated $1.03M sold.

Professional Financial Advisors first reported a position in DIA in Q2 2022 and held it in 2 quarters. The position peaked at $1.21M in Q2 2022. 1,000 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Professional Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
Professional Financial Advisors sold 3,094 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $1.03M.
Professional Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and held it in 2 quarters.
Professional Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.21M in Q2 2022.
1,000 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Professional Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.