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Wealth Alliance Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wealth Alliance Advisory Group’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
-2,643
Closed -$759K – 177
2022
Q3 		$759K Sell
2,643
-694
-21% -$221K 0.33% 50
2022
Q2 		$1.03M Buy
3,337
+2,595
+350% +$849K 0.49% 38
2022
Q1 		$257K Sell
742
-2,727
-79% -$946K 0.11% 121
2021
Q4 		$1.26M Buy
3,469
+55
+2% +$19.5K 0.55% 34
2021
Q3 		$1.16M Buy
3,414
+8
+0.2% +$2.79K 0.56% 33
2021
Q2 		$1.18M Buy
3,406
+18
+0.5% +$6.14K 0.57% 33
2021
Q1 		$1.12M Buy
3,388
+8
+0.2% +$2.52K 0.57% 36
2020
Q4 		$1.03M Buy
3,380
+290
+9% +$84.4K 0.56% 37
2020
Q3 		$857K Buy
3,090
+104
+3% +$28.4K 0.51% 35
2020
Q2 		$770K Buy
2,986
+59
+2% +$14.5K 0.47% 38
2020
Q1 		$642K Buy
2,927
+73
+3% +$19.4K 0.5% 40
2019
Q4 		$814K Buy
2,854
+22
+0.8% +$6.06K 0.46% 43
2019
Q3 		$759K Buy
2,832
+36
+1% +$9.61K 0.47% 40
2019
Q2 		$765K Buy
2,796
+25
+0.9% +$6.53K 0.47% 42
2019
Q1 		$719K Buy
2,771
+49
+2% +$12.3K 0.46% 42
2018
Q4 		$635K Sell
2,722
-452
-14% -$113K 0.48% 40
2018
Q3 		$839K Buy
3,174
+24
+0.8% +$6.14K 0.43% 46
2018
Q2 		$765K Hold
3,150
– – 0.42% 47
2018
Q1 		$760K Hold
3,150
– – 0.44% 44
2017
Q4 		$779K Buy
+3,150
New +$746K 0.7% 40

Other funds holding DIA

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
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

Wealth Alliance Advisory Group's DIA Position: Q4 2022 in Review

Wealth Alliance Advisory Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 2,643 shares — an estimated $759K sold.

Wealth Alliance Advisory Group first reported a position in DIA in Q4 2017 and held it in 20 quarters. The position peaked at $1.26M in Q4 2021. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

  • Wealth Alliance Advisory Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 2,643 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $759K.
  • Wealth Alliance Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 20 quarters.
  • Wealth Alliance Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.26M in Q4 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 Wealth Alliance Advisory Group's 13F filing for Q4 2022, filed 17 Jan 2023.