Sargent Bickham Lagudis’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sargent Bickham Lagudis’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	$28.2K	Buy	85 +29	+52%	+$9.43K	﹤0.01%	543
2022 Q3	$16K	Buy	56 +3	+6%	+$954	﹤0.01%	615
2022 Q2	$16K	Hold	53	–	–	﹤0.01%	621
2022 Q1	$18K	Sell	53 -57	-52%	-$19.8K	﹤0.01%	621
2021 Q4	$40K	Buy	110 +4	+4%	+$1.42K	﹤0.01%	490
2021 Q3	$36K	Buy	106 +3	+3%	+$1.05K	﹤0.01%	509
2021 Q2	$36K	Sell	103 -230	-69%	-$78.5K	﹤0.01%	514
2021 Q1	$110K	Buy	333 +272	+446%	+$85.9K	0.01%	322
2020 Q4	$19K	Hold	61	–	–	﹤0.01%	562
2020 Q3	$17K	Hold	61	–	–	﹤0.01%	529
2020 Q2	$16K	Hold	61	–	–	﹤0.01%	520
2020 Q1	$13K	Hold	61	–	–	﹤0.01%	522
2019 Q4	$17K	Buy	+61	New	+$16.8K	﹤0.01%	541
2016 Q2	–	Sell	-76	Closed	-$13K	–	725
2016 Q1	$13K	Buy	+76	New	+$12.7K	﹤0.01%	535

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

Sargent Bickham Lagudis's DIA Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 52% in Q4 2022, buying an estimated $9.43K and bringing the position to 85 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Sargent Bickham Lagudis first reported a position in DIA in Q1 2016 and has held it in 14 quarters since. The position peaked at $110K in Q1 2021. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Sargent Bickham Lagudis held 85 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $28.2K as of Q4 2022.
Sargent Bickham Lagudis bought 29 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $9.43K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #543 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2016 and has held it in 14 quarters since.
Sargent Bickham Lagudis's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $110K in Q1 2021.
1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.