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

Titus Wealth Management’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
2022 Q2	$232K	Sell	754 -50	-6%	-$16.4K	0.12%	136
2022 Q1	$279K	Sell	804 -1,035	-56%	-$359K	0.13%	129
2021 Q4	$668K	Buy	1,839 +905	+97%	+$322K	0.3%	58
2021 Q3	$316K	Sell	934 -25	-3%	-$8.73K	0.17%	103
2021 Q2	$331K	Buy	959 +26	+3%	+$8.88K	0.18%	97
2021 Q1	$308K	Buy	933 +67	+8%	+$21.1K	0.18%	97
2020 Q4	$265K	Buy	866 +56	+7%	+$16.3K	0.16%	103
2020 Q3	$225K	Buy	810 +20	+3%	+$5.46K	0.16%	105
2020 Q2	$204K	Buy	+790	New	+$194K	0.16%	104
2020 Q1	–	Sell	-870	Closed	-$248K	–	102
2019 Q4	$248K	Sell	870 -300	-26%	-$82.7K	0.25%	86
2019 Q3	$315K	Hold	1,170	–	–	0.29%	69
2019 Q2	$311K	Hold	1,170	–	–	0.31%	61
2019 Q1	$303	Hold	1,170	–	–	0.27%	74
2018 Q4	$272	Buy	1,170 +135	+13%	+$33.7K	0.23%	74
2018 Q3	$274K	Buy	+1,035	New	+$265K	0.24%	71

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Titus Wealth Management's DIA Position: Q2 2022 in Review

Titus Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.2% in Q2 2022, selling an estimated $16.4K and leaving 754 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #136.

Titus Wealth Management first reported a position in DIA in Q3 2018 and has held it in 15 quarters since. The position peaked at $668K in Q4 2021. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

Titus Wealth Management held 754 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $232K as of Q2 2022.
Titus Wealth Management sold 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $16.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Titus Wealth Management's portfolio in Q2 2022, its #136 holding.
Titus Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 15 quarters since.
Titus Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $668K in Q4 2021.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.