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

Strategic Wealth Investment Group’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
Q4 		$16.1M Sell
42,680
-1,620
-4% -$566K 2.42% 11
2023
Q3 		$14.8M Buy
44,300
+719
+2% +$249K 2.69% 10
2023
Q2 		$15M Buy
43,581
+4,758
+12% +$1.6M 2.38% 11
2023
Q1 		$12.9M Buy
38,823
+5,288
+16% +$1.76M 2.4% 12
2022
Q4 		$11.2M Buy
33,535
+4,318
+15% +$1.4M 2.58% 13
2022
Q3 		$8.39M Buy
29,217
+1,392
+5% +$443K 2.41% 12
2022
Q2 		$8.56M Sell
27,825
-3,662
-12% -$1.2M 2.15% 12
2022
Q1 		$10.9M Buy
31,487
+4,401
+16% +$1.53M 2.6% 10
2021
Q4 		$9.84M Buy
27,086
+2,251
+9% +$800K 2.56% 9
2021
Q3 		$8.38M Buy
24,835
+3,589
+17% +$1.25M 2.5% 9
2021
Q2 		$7.33M Buy
21,246
+4,073
+24% +$1.39M 2.6% 9
2021
Q1 		$5.67M Buy
17,173
+2,822
+20% +$891K 2.72% 9
2020
Q4 		$4.39M Buy
14,351
+2,645
+23% +$770K 2.57% 10
2020
Q3 		$3.25M Buy
11,706
+2,854
+32% +$780K 2.44% 10
2020
Q2 		$2.28M Sell
8,852
-1,372
-13% -$337K 2.24% 10
2020
Q1 		$2.24M Buy
10,224
+1,242
+14% +$330K 3.65% 10
2019
Q4 		$2.56M Buy
+8,982
New +$2.47M 2.66% 10

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Strategic Wealth Investment Group's DIA Position: Q4 2023 in Review

Strategic Wealth Investment Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.7% in Q4 2023, selling an estimated $566K and leaving 42,680 shares worth $16.1M. The position accounts for 2.42% of the portfolio, ranked #11.

Strategic Wealth Investment Group first reported a position in DIA in Q4 2019 and has held it in 17 quarters since. 1,137 funds tracked by Wall St. Rank hold DIA as of Q4 2023.

  • Strategic Wealth Investment Group held 42,680 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $16.1M as of Q4 2023.
  • Strategic Wealth Investment Group sold 1,620 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2023, an estimated $566K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.42% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #11 holding.
  • Strategic Wealth Investment Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 17 quarters since.
  • 1,137 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.