Wagner Wealth Management (South Carolina)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-40	Closed	-$11K	–	353
2022 Q3	$11K	Hold	40	–	–	0.01%	410
2022 Q2	$12K	Buy	+40	New	+$13.1K	0.01%	411
2022 Q1	–	Sell	-40	Closed	-$15K	–	321
2021 Q4	$15K	Hold	40	–	–	0.01%	436
2021 Q3	$14K	Sell	40 -99	-71%	-$34.6K	0.01%	420
2021 Q2	$48K	Buy	139 +99	+248%	+$33.8K	0.03%	257
2021 Q1	$13K	Buy	+40	New	+$12.6K	0.01%	421
2018 Q3	$11K	Hold	40	–	–	0.01%	407
2018 Q2	$10K	Hold	40	–	–	0.01%	395
2018 Q1	$10K	Hold	40	–	–	0.01%	368
2017 Q4	$10K	Buy	+40	New	+$9.47K	0.01%	405

Other funds holding DIA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DIA Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 40 shares — an estimated $11K sold.

Wagner Wealth Management (South Carolina) first reported a position in DIA in Q4 2017 and held it in 10 quarters. The position peaked at $48K in Q2 2021. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 40 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $11K.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $48K in Q2 2021.
1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.