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

Solidarity 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
2023
Q3 		– Sell
-4,779
Closed -$1.65M – 92
2023
Q2 		$1.65M Sell
4,779
-116
-2% -$39K 0.68% 37
2023
Q1 		$1.63M Buy
+4,895
New +$1.63M 0.74% 41
2022
Q3 		$1.61M Buy
+4,905
New +$1.56M 0.93% 32

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Solidarity Wealth's DIA Position: Q3 2023 in Review

Solidarity Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 4,779 shares — an estimated $1.65M sold.

Solidarity Wealth first reported a position in DIA in Q3 2022 and held it in 3 quarters. The position peaked at $1.65M in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

  • Solidarity Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
  • Solidarity Wealth sold 4,779 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $1.65M.
  • Solidarity Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 3 quarters.
  • Solidarity Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.65M in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Solidarity Wealth's 13F filing for Q3 2023, filed 19 Oct 2023.