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

Traverso Chambers Private 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
2023 Q4	$370K	Buy	983 +4	+0.4%	+$1.4K	0.09%	90
2023 Q3	$328K	Buy	979 +2	+0.2%	+$694	0.09%	93
2023 Q2	$336K	Buy	977 +4	+0.4%	+$1.35K	0.09%	89
2023 Q1	$324K	Sell	973 -133	-12%	-$44.2K	0.09%	87
2022 Q4	$367K	Buy	1,106 +41	+4%	+$13.3K	0.11%	81
2022 Q3	$306K	Buy	1,065 +3	+0.3%	+$954	0.09%	85
2022 Q2	$327K	Buy	1,062 +5	+0.5%	+$1.64K	0.11%	79
2022 Q1	$367K	Buy	1,057 +3	+0.3%	+$1.04K	0.11%	81
2021 Q4	$383K	Buy	1,054 +3	+0.3%	+$1.07K	0.11%	83
2021 Q3	$355K	Buy	1,051 +3	+0.3%	+$1.05K	0.11%	84
2021 Q2	$361K	Sell	1,048 -11	-1%	-$3.75K	0.11%	81
2021 Q1	$350K	Buy	1,059 +3	+0.3%	+$947	0.12%	80
2020 Q4	$323K	Buy	1,056 +4	+0.4%	+$1.16K	0.12%	80
2020 Q3	$292K	Sell	1,052 -135	-11%	-$36.9K	0.11%	79
2020 Q2	$306K	Buy	1,187 +29	+3%	+$7.13K	0.13%	71
2020 Q1	$254K	Sell	1,158 -64	-5%	-$17K	0.12%	77
2019 Q4	$348K	Sell	1,222 -42	-3%	-$11.6K	0.15%	72
2019 Q3	$340K	Buy	1,264 +40	+3%	+$10.7K	0.16%	71
2019 Q2	$328K	Buy	1,224 +9	+0.7%	+$2.35K	0.16%	70
2019 Q1	$315K	Buy	1,215 +15	+1%	+$3.77K	0.15%	73
2018 Q4	$280K	Buy	+1,200	New	+$299K	0.15%	74

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

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

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

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

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

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

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

Traverso Chambers Private Wealth Management's DIA Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.41% in Q4 2023, buying an estimated $1.4K and bringing the position to 983 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #90.

Traverso Chambers Private Wealth Management first reported a position in DIA in Q4 2018 and has held it in 21 quarters since. The position peaked at $383K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold DIA as of Q4 2023.

Traverso Chambers Private Wealth Management held 983 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $370K as of Q4 2023.
Traverso Chambers Private Wealth Management bought 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2023, an estimated $1.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #90 holding.
Traverso Chambers Private Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $383K in Q4 2021.
1,136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.