Retirement Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Retirement Group’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 Q1	$50.1K	Hold	126	–	–	0.02%	235
2023 Q4	$47.4K	Buy	126 +1	+0.8%	+$349	0.02%	229
2023 Q3	$42K	Hold	125	–	–	0.02%	226
2023 Q2	$43K	Buy	125 +58	+87%	+$19.5K	0.02%	223
2023 Q1	$22K	Buy	67 +1	+2%	+$332	0.01%	291
2022 Q4	$22K	Buy	66 +5	+8%	+$1.63K	0.01%	259
2022 Q3	$17K	Sell	61 -5	-8%	-$1.59K	0.01%	194
2022 Q2	$20K	Sell	66 -249	-79%	-$81.4K	0.01%	317
2022 Q1	$109K	Hold	315	–	–	0.04%	161
2021 Q4	$114K	Buy	315 +60	+24%	+$21.3K	0.05%	155
2021 Q3	$86K	Hold	255	–	–	0.04%	175
2021 Q2	$88K	Hold	255	–	–	0.04%	168
2021 Q1	$84K	Sell	255 -7,656	-97%	-$2.42M	0.04%	205
2020 Q4	$2.42M	Buy	7,911 +7,871	+19,678%	+$2.29M	1.11%	24
2020 Q3	$11K	Buy	40 +35	+700%	+$9.56K	0.01%	401
2020 Q2	$1K	Buy	+5	New	+$1.23K	﹤0.01%	581

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

Retirement Group's DIA Position: Q1 2024 in Review

Retirement Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2024 at 126 shares worth $50.1K. The position accounts for 0.02% of the portfolio, ranked #235.

Retirement Group first reported a position in DIA in Q2 2020 and has held it in 16 quarters since. The position peaked at $2.42M in Q4 2020. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Retirement Group held 126 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $50.1K as of Q1 2024.
Retirement Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Retirement Group's portfolio in Q1 2024, its #235 holding.
Retirement Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and has held it in 16 quarters since.
Retirement Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.42M in Q4 2020.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.