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

Tyler-Stone 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 Q4	–	Sell	-580	Closed	-$245K	–	328
2024 Q3	$245K	Buy	580 +170	+41%	+$69.1K	0.05%	283
2024 Q2	$160K	Hold	410	–	–	0.07%	219
2024 Q1	$163K	Hold	410	–	–	0.07%	215
2023 Q4	$154K	Buy	410 +45	+12%	+$15.7K	0.08%	202
2023 Q3	$122K	Hold	365	–	–	0.07%	221
2023 Q2	$126K	Buy	+365	New	+$123K	0.07%	221
2022 Q4	$146K	Sell	440 -127	-22%	-$41.3K	0.1%	185
2022 Q3	$163K	Sell	567 -200	-26%	-$63.6K	0.12%	151
2022 Q2	$236K	Sell	767 -150	-16%	-$49.1K	0.16%	129
2022 Q1	$318K	Sell	917 -250	-21%	-$86.7K	0.17%	121
2021 Q4	$424K	Buy	+1,167	New	+$415K	0.22%	97

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

Tyler-Stone Wealth Management's DIA Position: Q4 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 580 shares — an estimated $245K sold.

Tyler-Stone Wealth Management first reported a position in DIA in Q4 2021 and held it in 11 quarters. The position peaked at $424K in Q4 2021. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 580 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $245K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 11 quarters.
Tyler-Stone Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $424K 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 Tyler-Stone Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.