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

Safeguard Investment Advisory 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 		– Sell
-545
Closed -$205K – 109
2023
Q4 		$205K Sell
545
-220
-29% -$76.9K 0.08% 95
2023
Q3 		$257K Buy
765
+10
+1% +$3.47K 0.11% 75
2023
Q2 		$260K Sell
755
-516
-41% -$174K 0.11% 80
2023
Q1 		$423K Sell
1,271
-2,402
-65% -$798K 0.2% 59
2022
Q4 		$1.22M Sell
3,673
-423
-10% -$137K 0.75% 29
2022
Q3 		$1.18M Sell
4,096
-417
-9% -$133K 0.81% 27
2022
Q2 		$1.56M Hold
4,513
– – 0.96% 25
2022
Q1 		$1.56M Sell
4,513
-21
-0.5% -$7.29K 1.07% 21
2021
Q4 		$1.65M Buy
4,534
+608
+15% +$216K 0.96% 25
2021
Q3 		$1.33M Buy
3,926
+1,712
+77% +$598K 0.86% 27
2021
Q2 		$763K Buy
2,214
+1,339
+153% +$457K 0.54% 33
2021
Q1 		$288K Sell
875
-91
-9% -$28.7K 0.26% 62
2020
Q4 		$295K Buy
+966
New +$281K 0.26% 58

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Investment Advisory Group's DIA Position: Q1 2024 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 545 shares — an estimated $205K sold.

Safeguard Investment Advisory Group first reported a position in DIA in Q4 2020 and held it in 13 quarters. The position peaked at $1.65M in Q4 2021. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 545 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $205K.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 13 quarters.
  • Safeguard Investment Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.65M in Q4 2021.
  • 1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.