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

Unionview LLC’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	$399K	Buy	937 +4	+0.4%	+$1.73K	0.29%	49
2024 Q3	$395K	Buy	933 +3	+0.3%	+$1.22K	0.31%	52
2024 Q2	$364K	Buy	930 +4	+0.4%	+$1.55K	0.3%	54
2024 Q1	$368K	Buy	926 +4	+0.4%	+$1.54K	0.3%	54
2023 Q4	$347K	Buy	922 +5	+0.5%	+$1.75K	0.31%	53
2023 Q3	$307K	Buy	917 +4	+0.4%	+$1.39K	0.29%	58
2023 Q2	$314K	Buy	913 +5	+0.6%	+$1.68K	0.29%	60
2023 Q1	$302K	Buy	908 +4	+0.4%	+$1.33K	0.28%	61
2022 Q4	$299K	Buy	904 +4	+0.4%	+$1.3K	0.3%	59
2022 Q3	$259K	Buy	900 +1	+0.1%	+$318	0.3%	61
2022 Q2	$277K	Hold	899	–	–	0.31%	60
2022 Q1	$312K	Hold	899	–	–	0.29%	63
2021 Q4	$327K	Buy	+899	New	+$319K	0.31%	58

Other funds holding DIA

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Unionview LLC's DIA Position: Q4 2024 in Review

Unionview LLC increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.43% in Q4 2024, buying an estimated $1.73K and bringing the position to 937 shares worth $399K. The position accounts for 0.29% of the portfolio, ranked #49.

Unionview LLC first reported a position in DIA in Q4 2021 and has held it in 13 quarters since. 1,295 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

Unionview LLC held 937 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $399K as of Q4 2024.
Unionview LLC bought 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $1.73K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of Unionview LLC's portfolio in Q4 2024, its #49 holding.
Unionview LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 13 quarters since.
1,295 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.