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Syverson Strege & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-12
Closed -$3.99K – 211
2023
Q1 		$3.99K Buy
+12
New +$3.99K ﹤0.01% 376

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Syverson Strege & Co's DIA Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 12 shares — an estimated $3.99K sold.

Syverson Strege & Co first reported a position in DIA in Q1 2023 and held it in 1 quarter. The position peaked at $3.99K in Q1 2023. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

  • Syverson Strege & Co reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 12 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $3.99K.
  • Syverson Strege & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.99K in Q1 2023.
  • 1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.