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

RFP Financial 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
Q3 		– Sell
-100
Closed -$39.1K – 284
2024
Q2 		$39.1K Sell
100
-60
-38% -$23.3K 0.01% 262
2024
Q1 		$63.6K Hold
160
– – 0.02% 182
2023
Q4 		$60.3K Buy
160
+60
+60% +$21K 0.02% 180
2023
Q3 		$33.5K Hold
100
– – 0.01% 226
2023
Q2 		$34.4K Buy
+100
New +$33.7K 0.01% 247
2023
Q1 		– Sell
-100
Closed -$33.1K – 769
2022
Q4 		$33.1K Buy
+100
New +$32.5K 0.01% 232

Other funds holding DIA

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RFP Financial Group's DIA Position: Q3 2024 in Review

RFP Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 100 shares — an estimated $39.1K sold.

RFP Financial Group first reported a position in DIA in Q4 2022 and held it in 6 quarters. The position peaked at $63.6K in Q1 2024. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

  • RFP Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 100 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $39.1K.
  • RFP Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 6 quarters.
  • RFP Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $63.6K 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 RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.