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

Simplicity Wealth’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 Q3	–	Sell	-3,046	Closed	-$1.19M	–	673
2024 Q2	$1.19M	Sell	3,046 -576	-16%	-$224K	0.03%	483
2024 Q1	$1.44M	Buy	+3,622	New	+$1.4M	0.03%	423
2023 Q4	–	Sell	-991	Closed	-$332K	–	185
2023 Q3	$332K	Buy	+991	New	+$344K	0.19%	61

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Simplicity Wealth's DIA Position: Q3 2024 in Review

Simplicity Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 3,046 shares — an estimated $1.19M sold.

Simplicity Wealth first reported a position in DIA in Q3 2023 and held it in 3 quarters. The position peaked at $1.44M in Q1 2024. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Simplicity Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,046 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $1.19M.
Simplicity Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and held it in 3 quarters.
Simplicity Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.44M in Q1 2024.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.