Surience Private Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Surience Private Wealth’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 Q3	–	Sell	-13,314	Closed	-$5.21M	–	29
2024 Q2	$5.21M	Buy	+13,314	New	+$5.17M	6.7%	5

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Surience Private Wealth's DIA Position: Q3 2024 in Review

Surience Private Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 13,314 shares — an estimated $5.21M sold.

Surience Private Wealth first reported a position in DIA in Q2 2024 and held it in 1 quarter. The position peaked at $5.21M in Q2 2024. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Surience Private Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
Surience Private Wealth sold 13,314 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $5.21M.
Surience Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and held it in 1 quarter.
Surience Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.21M in Q2 2024.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Surience Private Wealth's 13F filing for Q3 2024, filed 21 Oct 2024.