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

TRUADVICE’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	$630K	Sell	1,837 -179	-9%	-$62.1K	0.25%	103
2023 Q2	$709K	Sell	2,016 -3,198	-61%	-$1.08M	0.26%	98
2023 Q1	$1.78M	Buy	5,214 +3,815	+273%	+$1.27M	0.7%	36
2022 Q4	$475K	Sell	1,399 -71	-5%	-$23.1K	0.25%	80
2022 Q3	$480K	Sell	1,470 -19,640	-93%	-$6.24M	0.27%	73
2022 Q2	$6.91M	Buy	21,110 +20,107	+2,005%	+$6.58M	3.66%	5
2022 Q1	$332K	Buy	+1,003	New	+$348K	0.19%	100

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

TRUADVICE's DIA Position: Q3 2023 in Review

TRUADVICE reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.9% in Q3 2023, selling an estimated $62.1K and leaving 1,837 shares worth $630K. The position accounts for 0.25% of the portfolio, ranked #103.

TRUADVICE first reported a position in DIA in Q1 2022 and has held it in 7 quarters since. The position peaked at $6.91M in Q2 2022. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

TRUADVICE held 1,837 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $630K as of Q3 2023.
TRUADVICE sold 179 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $62.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of TRUADVICE's portfolio in Q3 2023, its #103 holding.
TRUADVICE first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 7 quarters since.
TRUADVICE's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.91M in Q2 2022.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.