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
2018 Q1	–	Sell	-10,000	Closed	-$2.47M	–	806
2017 Q4	$2.47M	Hold	10,000	–	–	0.05%	185
2017 Q3	$2.24M	Buy	+10,000	New	+$2.19M	0.05%	203
2017 Q2	–	Sell	-10,000	Closed	-$2.06M	–	777
2017 Q1	$2.06M	Hold	10,000	–	–	0.05%	208
2016 Q4	$1.98M	Hold	10,000	–	–	0.05%	210
2016 Q3	$1.83M	Buy	+10,000	New	+$1.84M	0.05%	214

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.