Ritholtz Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ritholtz Wealth Management’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	–	Sell	-537	Closed	-$202K	–	798
2023 Q4	$202K	Buy	+537	New	+$188K	0.01%	701
2021 Q3	–	Sell	-582	Closed	-$201K	–	538
2021 Q2	$201K	Buy	+582	New	+$199K	0.01%	463
2019 Q2	–	Sell	-1,004	Closed	-$260K	–	143
2019 Q1	$260K	Buy	+1,004	New	+$253K	0.05%	109

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

Ritholtz Wealth Management's DIA Position: Q1 2024 in Review

Ritholtz Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 537 shares — an estimated $202K sold.

Ritholtz Wealth Management first reported a position in DIA in Q1 2019 and held it in 3 quarters. The position peaked at $260K in Q1 2019. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Ritholtz Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Ritholtz Wealth Management sold 537 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $202K.
Ritholtz Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and held it in 3 quarters.
Ritholtz Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $260K in Q1 2019.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Ritholtz Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.