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

Realta Investment 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
2024 Q3	–	Sell	-568	Closed	-$222K	–	427
2024 Q2	$222K	Buy	568 +1	+0.2%	+$388	0.04%	369
2024 Q1	$226K	Buy	567 +5	+0.9%	+$1.93K	0.05%	381
2023 Q4	$212K	Buy	+562	New	+$196K	0.05%	398
2020 Q1	–	Sell	-345	Closed	-$96K	–	554
2019 Q4	$96K	Buy	345 +175	+103%	+$48.2K	0.03%	513
2019 Q3	$46K	Buy	170 +50	+42%	+$13.3K	0.01%	700
2019 Q2	$32K	Sell	120 -204	-63%	-$53.3K	0.01%	779
2019 Q1	$83K	Buy	+324	New	+$81.5K	0.04%	432

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Realta Investment Advisors's DIA Position: Q3 2024 in Review

Realta Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 568 shares — an estimated $222K sold.

Realta Investment Advisors first reported a position in DIA in Q1 2019 and held it in 7 quarters. The position peaked at $226K in Q1 2024. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Realta Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 568 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $222K.
Realta Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and held it in 7 quarters.
Realta Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $226K in Q1 2024.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.