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

TrinityPoint Wealth’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 Q4	$266K	Buy	624 +39	+7%	+$16.9K	0.04%	285
2024 Q3	$248K	Hold	585	–	–	0.04%	291
2024 Q2	$229K	Hold	585	–	–	0.04%	290
2024 Q1	$233K	Hold	585	–	–	0.04%	276
2023 Q4	$220K	Buy	+585	New	+$204K	0.04%	279
2023 Q3	–	Sell	-585	Closed	-$201K	–	292
2023 Q2	$201K	Buy	+585	New	+$197K	0.04%	270
2022 Q2	–	Sell	-610	Closed	-$212K	–	284
2022 Q1	$212K	Sell	610 -122	-17%	-$42.3K	0.04%	294
2021 Q4	$266K	Hold	732	–	–	0.05%	265
2021 Q3	$248K	Hold	732	–	–	0.05%	269
2021 Q2	$253K	Hold	732	–	–	0.05%	234
2021 Q1	$242K	Sell	732 -25	-3%	-$7.89K	0.06%	215
2020 Q4	$234K	Hold	757	–	–	0.06%	206
2020 Q3	$210K	Buy	+757	New	+$207K	0.06%	204
2020 Q1	–	Sell	-757	Closed	-$216K	–	198
2019 Q4	$216K	Hold	757	–	–	0.07%	198
2019 Q3	$208K	Sell	757 -100	-12%	-$26.7K	0.07%	200
2019 Q2	$234K	Hold	857	–	–	0.11%	151
2019 Q1	$222K	Sell	857 -197	-19%	-$49.5K	0.11%	161
2018 Q4	$246K	Buy	+1,054	New	+$263K	0.15%	141

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

TrinityPoint Wealth's DIA Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.7% in Q4 2024, buying an estimated $16.9K and bringing the position to 624 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #285.

TrinityPoint Wealth first reported a position in DIA in Q4 2018 and has held it in 18 quarters since. The position peaked at $266K in Q4 2021. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

TrinityPoint Wealth held 624 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $266K as of Q4 2024.
TrinityPoint Wealth bought 39 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $16.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #285 holding.
TrinityPoint Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 18 quarters since.
TrinityPoint Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $266K in Q4 2021.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.