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

WR Wealth Planners’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 Q4	$1.81K	Hold	4	–	–	﹤0.01%	870
2024 Q3	$1.8K	Buy	+4	New	+$1.63K	﹤0.01%	922
2024 Q2	–	Sell	-41	Closed	-$16.2K	–	1163
2024 Q1	$16.2K	Buy	+41	New	+$15.8K	0.01%	492
2023 Q4	–	Sell	-40	Closed	-$13.5K	–	346
2023 Q3	$13.5K	Hold	40	–	–	0.01%	493
2023 Q2	$13.8K	Hold	40	–	–	0.01%	492
2023 Q1	$13.3K	Hold	40	–	–	0.01%	488
2022 Q4	$13.2K	Hold	40	–	–	0.01%	244
2022 Q3	$11.4K	Hold	40	–	–	0.01%	248
2022 Q2	$12.2K	Buy	40 +1	+3%	+$327	0.01%	265
2022 Q1	$13.6K	Buy	+39	New	+$13.5K	0.01%	270

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

WR Wealth Planners's DIA Position: Q4 2024 in Review

WR Wealth Planners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2024 at 4 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

WR Wealth Planners first reported a position in DIA in Q1 2022 and has held it in 10 quarters since. The position peaked at $16.2K in Q1 2024. 1,295 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

WR Wealth Planners held 4 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.81K as of Q4 2024.
WR Wealth Planners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2024.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #870 holding.
WR Wealth Planners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 10 quarters since.
WR Wealth Planners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $16.2K in Q1 2024.
1,295 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.