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

Tiedemann 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 Q3	$267K	Buy	794 +2	+0.3%	+$694	0.01%	230
2023 Q2	$273K	Sell	792 -86	-10%	-$28.9K	0.01%	210
2023 Q1	$293K	Buy	878 +2	+0.2%	+$665	0.01%	205
2022 Q4	$291K	Buy	876 +2	+0.2%	+$650	0.01%	199
2022 Q3	$251K	Buy	+874	New	+$278K	0.02%	198
2022 Q2	–	Sell	-1,254	Closed	-$436K	–	254
2022 Q1	$436K	Buy	1,254 +1	+0.1%	+$347	0.02%	199
2021 Q4	$456K	Buy	1,253 +2	+0.2%	+$711	0.02%	195
2021 Q3	$424K	Buy	1,251 +1	+0.1%	+$349	0.02%	205
2021 Q2	$432K	Buy	1,250 +1	+0.1%	+$341	0.02%	246
2021 Q1	$414K	Buy	1,249 +1	+0.1%	+$316	0.02%	230
2020 Q4	$382K	Sell	1,248 -200	-14%	-$58.2K	0.02%	232
2020 Q3	$403K	Buy	1,448 +2	+0.1%	+$546	0.02%	239
2020 Q2	$375K	Buy	1,446 +1	+0.1%	+$246	0.02%	231
2020 Q1	$318K	Buy	1,445 +3	+0.2%	+$797	0.02%	234
2019 Q4	$413K	Buy	1,442 +1	+0.1%	+$276	0.02%	221
2019 Q3	$389K	Hold	1,441	–	–	0.02%	237
2019 Q2	$384K	Hold	1,441	–	–	0.02%	221
2019 Q1	$374K	Buy	1,441 +470	+48%	+$118K	0.02%	333
2018 Q4	$227K	Hold	971	–	–	0.01%	377
2018 Q3	$257K	Buy	+971	New	+$249K	0.02%	272

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Tiedemann Advisors's DIA Position: Q3 2023 in Review

Tiedemann Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.25% in Q3 2023, buying an estimated $694 and bringing the position to 794 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #230.

Tiedemann Advisors first reported a position in DIA in Q3 2018 and has held it in 20 quarters since. The position peaked at $456K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Tiedemann Advisors held 794 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $267K as of Q3 2023.
Tiedemann Advisors bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $694.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #230 holding.
Tiedemann Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 20 quarters since.
Tiedemann Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $456K in Q4 2021.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.