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

Sage Private Wealth 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
2022 Q4	–	Sell	-20	Closed	-$6K	–	78
2022 Q3	$6K	Hold	20	–	–	0.01%	162
2022 Q2	$6K	Hold	20	–	–	0.01%	152
2022 Q1	$7K	Hold	20	–	–	0.01%	153
2021 Q4	$7K	Hold	20	–	–	0.01%	149
2021 Q3	$7K	Buy	+20	New	+$6.99K	0.01%	151

Other funds holding DIA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Sage Private Wealth Group's DIA Position: Q4 2022 in Review

Sage Private Wealth Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 20 shares — an estimated $6K sold.

Sage Private Wealth Group first reported a position in DIA in Q3 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Sage Private Wealth Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 20 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $6K.
Sage Private Wealth Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and held it in 5 quarters.
Sage Private Wealth Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7K in Q1 2022.
1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.