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

Veritable’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	–	Sell	-1,678	Closed	-$577K	–	215
2023 Q2	$577K	Sell	1,678 -90	-5%	-$30.3K	0.01%	502
2023 Q1	$588K	Hold	1,768	–	–	0.01%	491
2022 Q4	$586K	Buy	1,768 +90	+5%	+$29.3K	0.01%	483
2022 Q3	$482K	Buy	+1,678	New	+$533K	0.01%	507
2018 Q1	–	Sell	-483	Closed	-$119K	–	805
2017 Q4	$119K	Buy	+483	New	+$114K	﹤0.01%	781
2015 Q2	–	Sell	-4,462	Closed	-$792K	–	777
2015 Q1	$792K	Hold	4,462	–	–	0.02%	461
2014 Q4	$794K	Sell	4,462 -1,200	-21%	-$208K	0.02%	468
2014 Q3	$963K	Buy	5,662 +371	+7%	+$62.8K	0.02%	417
2014 Q2	$888K	Buy	5,291 +530	+11%	+$87.9K	0.02%	432
2014 Q1	$782K	Sell	4,761 -161	-3%	-$26K	0.02%	454
2013 Q4	$814K	Buy	4,922 +1,129	+30%	+$177K	0.02%	435
2013 Q3	$573K	Sell	3,793 -1,190	-24%	-$182K	0.01%	531
2013 Q2	$740K	Buy	+4,983	New	+$744K	0.02%	466

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Veritable's DIA Position: Q3 2023 in Review

Veritable sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 1,678 shares — an estimated $577K sold.

Veritable first reported a position in DIA in Q2 2013 and held it in 13 quarters. The position peaked at $963K in Q3 2014. 1,027 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Veritable reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
Veritable sold 1,678 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $577K.
Veritable first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 13 quarters.
Veritable's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $963K in Q3 2014.
1,027 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.