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Ten Capital Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ten Capital Wealth Advisors’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
-221
Closed -$73.5K – 265
2023
Q1 		$73.5K Buy
+221
New +$73.4K 0.02% 189

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

Ten Capital Wealth Advisors's DIA Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 221 shares — an estimated $73.5K sold.

Ten Capital Wealth Advisors first reported a position in DIA in Q1 2023 and held it in 1 quarter. The position peaked at $73.5K in Q1 2023. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 221 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $73.5K.
  • Ten Capital Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $73.5K 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 Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.