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

Providence Capital 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
2022
Q4 		– Sell
-6
Closed -$2K – 304
2022
Q3 		$2K Buy
+6
New +$1.91K ﹤0.01% 283

Other funds holding DIA

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Providence Capital Advisors's DIA Position: Q4 2022 in Review

Providence Capital Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 6 shares — an estimated $2K sold.

Providence Capital Advisors first reported a position in DIA in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

  • Providence Capital Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
  • Providence Capital Advisors sold 6 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $2K.
  • Providence Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 1 quarter.
  • Providence Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2K in Q3 2022.
  • 1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Providence Capital Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.