Strategic Equity Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Strategic Equity Management’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	-24,364	Closed	-$8.38M	–	40
2023 Q2	$8.38M	Buy	24,364 +57	+0.2%	+$19.2K	2.87%	12
2023 Q1	$8.09M	Sell	24,307 -8,791	-27%	-$2.92M	2.88%	12
2022 Q4	$11M	Sell	33,098 -466	-1%	-$151K	4.21%	8
2022 Q3	$9.64M	Buy	+33,564	New	+$10.7M	3.99%	10

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Strategic Equity Management's DIA Position: Q3 2023 in Review

Strategic Equity Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 24,364 shares — an estimated $8.38M sold.

Strategic Equity Management first reported a position in DIA in Q3 2022 and held it in 4 quarters. The position peaked at $11M in Q4 2022. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Strategic Equity Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
Strategic Equity Management sold 24,364 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $8.38M.
Strategic Equity Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and held it in 4 quarters.
Strategic Equity Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11M in Q4 2022.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Strategic Equity Management's 13F filing for Q3 2023, filed 7 Nov 2023.