SPIS
DIA icon

Steward Partners Investment Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$676K Buy
+1,700
New +$655K 0.11% 127

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steward Partners Investment Solutions's DIA Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024: 1,700 shares worth $676K. The stake represents 0.11% of the portfolio and ranks #127 among its holdings.

1,152 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

  • Steward Partners Investment Solutions held 1,700 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $676K as of Q1 2024.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Steward Partners Investment Solutions position in Q1 2024.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #127 holding.
  • 1,152 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.