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

SFMG Wealth Advisors’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 Q4	–	Sell	-560	Closed	-$237K	–	280
2024 Q3	$237K	Sell	560 -6	-1%	-$2.44K	0.02%	218
2024 Q2	$221K	Hold	566	–	–	0.02%	230
2024 Q1	$225K	Sell	566 -100	-15%	-$38.5K	0.02%	231
2023 Q4	$251K	Buy	+666	New	+$233K	0.02%	214
2023 Q3	–	Sell	-662	Closed	-$228K	–	261
2023 Q2	$228K	Buy	662 +17	+3%	+$5.72K	0.02%	209
2023 Q1	$214K	Buy	+645	New	+$214K	0.02%	223
2022 Q1	–	Sell	-559	Closed	-$203K	–	305
2021 Q4	$203K	Buy	+559	New	+$199K	0.02%	268
2016 Q2	–	Sell	-1,402	Closed	-$248K	–	110
2016 Q1	$248K	Hold	1,402	–	–	0.05%	88
2015 Q4	$244K	Hold	1,402	–	–	0.06%	98
2015 Q3	$228K	Hold	1,402	–	–	0.06%	103
2015 Q2	$246K	Sell	1,402 -4,206	-75%	-$757K	0.06%	94
2015 Q1	$996K	Buy	5,608 +4,206	+300%	+$748K	0.08%	77
2014 Q4	$249K	Buy	+1,402	New	+$243K	0.06%	100

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

SFMG Wealth Advisors's DIA Position: Q4 2024 in Review

SFMG Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 560 shares — an estimated $237K sold.

SFMG Wealth Advisors first reported a position in DIA in Q4 2014 and held it in 13 quarters. The position peaked at $996K in Q1 2015. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

SFMG Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
SFMG Wealth Advisors sold 560 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $237K.
SFMG Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 13 quarters.
SFMG Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $996K in Q1 2015.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on SFMG Wealth Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.