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

Truepoint Inc’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
-13,108
Closed -$4.94M – 156
2023
Q4 		$4.94M Sell
13,108
-1,838
-12% -$642K 0.14% 35
2023
Q3 		$5.01M Buy
14,946
+1,838
+14% +$637K 0.16% 37
2023
Q2 		$4.51M Buy
13,108
+1
+0% +$337 0.15% 34
2023
Q1 		$4.36M Hold
13,107
– – 0.15% 35
2022
Q4 		$4.34M Sell
13,107
-6,168
-32% -$2M 0.16% 35
2022
Q3 		$5.54M Buy
19,275
+1,000
+5% +$318K 0.28% 30
2022
Q2 		$5.63M Buy
18,275
+3,110
+21% +$1.02M 0.29% 26
2022
Q1 		$5.26M Buy
15,165
+5,654
+59% +$1.96M 0.25% 27
2021
Q4 		$3.46M Buy
9,511
+1
+0% +$355 0.16% 28
2021
Q3 		$3.22M Hold
9,510
– – 0.16% 28
2021
Q2 		$3.28M Hold
9,510
– – 0.18% 27
2021
Q1 		$3.14M Hold
9,510
– – 0.2% 24
2020
Q4 		$2.91M Sell
9,510
-11,020
-54% -$3.21M 0.19% 24
2020
Q3 		$5.7M Buy
20,530
+1,000
+5% +$273K 0.44% 20
2020
Q2 		$5.04M Buy
19,530
+501
+3% +$123K 0.41% 20
2020
Q1 		$4.17M Buy
+19,029
New +$5.05M 0.38% 20
2019
Q3 		– Sell
-990
Closed -$263K – 113
2019
Q2 		$263K Buy
+990
New +$258K 0.02% 104

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truepoint Inc's DIA Position: Q1 2024 in Review

Truepoint Inc sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 13,108 shares — an estimated $4.94M sold.

Truepoint Inc first reported a position in DIA in Q2 2019 and held it in 17 quarters. The position peaked at $5.7M in Q3 2020. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

  • Truepoint Inc reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 13,108 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $4.94M.
  • Truepoint Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and held it in 17 quarters.
  • Truepoint Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.7M in Q3 2020.
  • 1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.