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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,585
Closed -$3.52M 221
2023
Q1
$3.52M Buy
+10,585
New +$3.52M 1.09% 27
2020
Q1
$855K Buy
+3,900
New +$1.04M 0.61% 38

Other funds holding DIA

Waterloo Capital's DIA Position: Q2 2023 in Review

Waterloo Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 10,585 shares — an estimated $3.52M sold.

Waterloo Capital first reported a position in DIA in Q1 2020 and held it in 2 quarters. The position peaked at $3.52M in Q1 2023. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

  • Waterloo Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
  • Waterloo Capital sold 10,585 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $3.52M.
  • Waterloo Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and held it in 2 quarters.
  • Waterloo Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.52M in Q1 2023.
  • 1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Waterloo Capital's 13F filing for Q2 2023, filed 11 Aug 2023.