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

Prosperity Wealth Management’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 Q2	–	Sell	-2,587	Closed	-$860K	–	165
2023 Q1	$860K	Sell	2,587 -4,838	-65%	-$1.61M	0.68%	31
2022 Q4	$2.46M	Buy	+7,425	New	+$2.41M	2.32%	11

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Prosperity Wealth Management's DIA Position: Q2 2023 in Review

Prosperity Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 2,587 shares — an estimated $860K sold.

Prosperity Wealth Management first reported a position in DIA in Q4 2022 and held it in 2 quarters. The position peaked at $2.46M in Q4 2022. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Prosperity Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
Prosperity Wealth Management sold 2,587 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $860K.
Prosperity Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 2 quarters.
Prosperity Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.46M in Q4 2022.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Prosperity Wealth Management's 13F filing for Q2 2023, filed 12 Sep 2023.