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

Strategic Wealth Partners 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
2024
Q1 		$452K Buy
1,133
+200
+21% +$77K 0.05% 59
2023
Q4 		$352K Buy
933
+2
+0.2% +$699 0.04% 60
2023
Q3 		$313K Buy
931
+1
+0.1% +$347 0.05% 55
2023
Q2 		$319K Buy
930
+1
+0.1% +$337 0.05% 55
2023
Q1 		$310K Buy
929
+91
+11% +$30.2K 0.05% 52
2022
Q4 		$277K Sell
838
-27
-3% -$8.78K 0.06% 48
2022
Q3 		$248K Buy
865
+2
+0.2% +$636 0.06% 51
2022
Q2 		$266K Buy
863
+1
+0.1% +$327 0.06% 50
2022
Q1 		$299K Buy
862
+1
+0.1% +$347 0.06% 49
2021
Q4 		$313K Buy
861
+1
+0.1% +$355 0.05% 58
2021
Q3 		$291K Buy
+860
New +$300K 0.06% 59
2021
Q1 		$295K Buy
893
+101
+13% +$31.9K 0.06% 56
2020
Q4 		$242K Sell
792
-244
-24% -$71K 0.05% 56
2020
Q3 		$287K Sell
1,036
-409
-28% -$112K 0.07% 52
2020
Q2 		$372K Buy
+1,445
New +$355K 0.09% 47

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners Group's DIA Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 21% in Q1 2024, buying an estimated $77K and bringing the position to 1,133 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #59.

Strategic Wealth Partners Group first reported a position in DIA in Q2 2020 and has held it in 15 quarters since. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

  • Strategic Wealth Partners Group held 1,133 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $452K as of Q1 2024.
  • Strategic Wealth Partners Group bought 200 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $77K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #59 holding.
  • Strategic Wealth Partners Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and has held it in 15 quarters since.
  • 1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.