Tennessee Valley Asset Management Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Tennessee Valley Asset Management Partners’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	–	Sell	-16	Closed	-$6.03K	–	275
2023 Q4	$6.03K	Buy	+16	New	+$5.59K	﹤0.01%	536
2021 Q2	–	Sell	-2,450	Closed	-$809K	–	42
2021 Q1	$809K	Buy	2,450 +504	+26%	+$159K	0.2%	44
2020 Q4	$595K	Buy	1,946 +1,126	+137%	+$328K	0.14%	52
2020 Q3	$228K	Buy	+820	New	+$224K	0.13%	54

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tennessee Valley Asset Management Partners's DIA Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 16 shares — an estimated $6.03K sold.

Tennessee Valley Asset Management Partners first reported a position in DIA in Q3 2020 and held it in 4 quarters. The position peaked at $809K in Q1 2021. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 16 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $6.03K.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and held it in 4 quarters.
Tennessee Valley Asset Management Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $809K in Q1 2021.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.