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Wipfli Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wipfli Financial Advisors’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
Q3 		$96K Buy
+334
New +$106K 0.01% 743

Other funds holding DIA

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Wipfli Financial Advisors's DIA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022: 334 shares worth $96K. The stake represents 0.01% of the portfolio and ranks #743 among its holdings.

931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

  • Wipfli Financial Advisors held 334 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $96K as of Q3 2022.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #743 holding.
  • 931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.