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WealthPLAN Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

WealthPLAN Partners’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
-780
Closed -$305K – 266
2024
Q2 		$305K Sell
780
-51
-6% -$19.8K 0.03% 250
2024
Q1 		$330K Buy
831
+188
+29% +$72.4K 0.03% 246
2023
Q4 		$243K Buy
+643
New +$225K 0.02% 289
2023
Q3 		– Sell
-350
Closed -$120K – 493
2023
Q2 		$120K Hold
350
– – 0.02% 370
2023
Q1 		$117K Buy
+350
New +$116K 0.01% 389
2022
Q1 		– Sell
-1,113
Closed -$391K – 385
2021
Q4 		$391K Sell
1,113
-28
-2% -$9.95K 0.03% 281
2021
Q3 		$408K Sell
1,141
-60
-5% -$21K 0.03% 276
2021
Q2 		$426K Sell
1,201
-32
-3% -$10.9K 0.03% 251
2021
Q1 		$421K Hold
1,233
– – 0.03% 238
2020
Q4 		$383K Sell
1,233
-238
-16% -$69.3K 0.03% 244
2020
Q3 		$428K Hold
1,471
– – 0.04% 212
2020
Q2 		$411K Hold
1,471
– – 0.04% 207
2020
Q1 		$348K Buy
1,471
+115
+8% +$30.5K 0.05% 184
2019
Q4 		$401K Hold
1,356
– – 0.05% 175
2019
Q3 		$377K Hold
1,356
– – 0.05% 166
2019
Q2 		$357K Buy
+1,356
New +$354K 0.05% 168
2017
Q2 		– Sell
-202
Closed -$41.6K – 238
2017
Q1 		$41.6K Buy
+202
New +$41.2K 0.14% 123
2016
Q3 		$103K Sell
565
-360
-39% -$66.1K 0.03% 233
2016
Q2 		$80.6K Buy
+925
New +$164K 0.01% 691
2015
Q4 		$26.2K Buy
+450
New +$78.6K ﹤0.01% 817

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's DIA Position: Q3 2024 in Review

WealthPLAN Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 780 shares — an estimated $305K sold.

WealthPLAN Partners first reported a position in DIA in Q4 2015 and held it in 20 quarters. The position peaked at $428K in Q3 2020. 1,187 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

  • WealthPLAN Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 780 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $305K.
  • WealthPLAN Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and held it in 20 quarters.
  • WealthPLAN Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $428K in Q3 2020.
  • 1,187 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.