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

Wealth CMT’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
2023
Q2 		– Sell
-147
Closed -$49K – 12
2023
Q1 		$49K Buy
+147
New +$48.8K 0.05% 23

Other funds holding DIA

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealth CMT's DIA Position: Q2 2023 in Review

Wealth CMT sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 147 shares — an estimated $49K sold.

Wealth CMT first reported a position in DIA in Q1 2023 and held it in 1 quarter. The position peaked at $49K in Q1 2023. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

  • Wealth CMT reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
  • Wealth CMT sold 147 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $49K.
  • Wealth CMT first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and held it in 1 quarter.
  • Wealth CMT's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $49K 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 Wealth CMT's 13F filing for Q2 2023, filed 12 Jul 2023.