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

Resurgent 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 Q2	–	Sell	-1,500	Closed	-$23.7K	–	515
2023 Q1	$23.7K	Buy	+1,500	New	+$498K	0.02%	453
2022 Q4	–	Sell	-3,900	Closed	-$420K	–	627
2022 Q3	$420K	Sell	3,900 -600	-13%	-$191K	0.28%	101
2022 Q2	$415K	Buy	4,500 +800	+22%	+$262K	0.27%	107
2022 Q1	$208K	Sell	3,700 -6,000	-62%	-$2.08M	0.13%	175
2021 Q4	$234K	Buy	+9,700	New	+$3.45M	0.19%	108

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

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Resurgent Financial Advisors's DIA Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 55 shares — an estimated $20.6K sold.

Resurgent Financial Advisors first reported a position in DIA in Q4 2021 and held it in 7 quarters. The position peaked at $2.52M in Q1 2022. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Resurgent Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 55 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $20.6K.
Resurgent Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 7 quarters.
Resurgent Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.52M in Q1 2022.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.