Sturgeon Ventures’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sturgeon Ventures’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 Q1	–	Sell	-4,317	Closed	-$1.43M	–	51
2022 Q4	$1.43M	Buy	+4,317	New	+$1.4M	1.15%	35
2021 Q3	–	Sell	-298	Closed	-$103K	–	47
2021 Q2	$103K	Hold	298	–	–	0.05%	42
2021 Q1	$98K	Hold	298	–	–	0.06%	41
2020 Q4	$91K	Buy	+298	New	+$86.7K	0.06%	42

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Sturgeon Ventures's DIA Position: Q1 2023 in Review

Sturgeon Ventures sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 4,317 shares — an estimated $1.43M sold.

Sturgeon Ventures first reported a position in DIA in Q4 2020 and held it in 4 quarters. The position peaked at $1.43M in Q4 2022. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Sturgeon Ventures reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
Sturgeon Ventures sold 4,317 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $1.43M.
Sturgeon Ventures first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 4 quarters.
Sturgeon Ventures's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.43M in Q4 2022.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Sturgeon Ventures's 13F filing for Q1 2023, filed 28 Apr 2023.