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

Tradition 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
2024 Q1	–	Sell	-326	Closed	-$123K	–	586
2023 Q4	$123K	Hold	326	–	–	0.01%	415
2023 Q3	$109K	Buy	326 +1	+0.3%	+$347	0.01%	421
2023 Q2	$112K	Hold	325	–	–	0.01%	425
2023 Q1	$108K	Buy	325 +9	+3%	+$2.99K	0.01%	422
2022 Q4	$105K	Hold	316	–	–	0.01%	361
2022 Q3	$91K	Buy	316 +1	+0.3%	+$318	0.01%	376
2022 Q2	$97K	Hold	315	–	–	0.01%	363
2022 Q1	$109K	Sell	315 -425	-57%	-$147K	0.01%	387
2021 Q4	$269K	Sell	740 -249	-25%	-$88.5K	0.03%	260
2021 Q3	$334K	Buy	989 +233	+31%	+$81.4K	0.05%	210
2021 Q2	$261K	Buy	756 +1	+0.1%	+$341	0.04%	248
2021 Q1	$249K	Hold	755	–	–	0.04%	225
2020 Q4	$231K	Buy	+755	New	+$220K	0.04%	217

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

Tradition Wealth Management's DIA Position: Q1 2024 in Review

Tradition Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 326 shares — an estimated $123K sold.

Tradition Wealth Management first reported a position in DIA in Q4 2020 and held it in 13 quarters. The position peaked at $334K in Q3 2021. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Tradition Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 326 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $123K.
Tradition Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $334K in Q3 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 Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.