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

VitalStone Financial’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 Q3	–	Sell	-39	Closed	-$15.3K	–	505
2024 Q2	$15.3K	Hold	39	–	–	0.01%	240
2024 Q1	$16K	Hold	39	–	–	0.01%	241
2023 Q4	$15K	Hold	39	–	–	0.01%	251
2023 Q3	$13K	Sell	39 -164	-81%	-$56.9K	0.01%	227
2023 Q2	$68K	Buy	203 +153	+306%	+$51.5K	0.04%	294
2023 Q1	$18K	Sell	50 -142	-74%	-$47.2K	0.01%	173
2022 Q4	$63K	Buy	+192	New	+$62.4K	0.04%	134

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VitalStone Financial's DIA Position: Q3 2024 in Review

VitalStone Financial sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 39 shares — an estimated $15.3K sold.

VitalStone Financial first reported a position in DIA in Q4 2022 and held it in 7 quarters. The position peaked at $68K in Q2 2023. 1,186 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

VitalStone Financial reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
VitalStone Financial sold 39 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $15.3K.
VitalStone Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 7 quarters.
VitalStone Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $68K in Q2 2023.
1,186 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.