Zimmermann Investment Management & Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Zimmermann Investment Management & Planning’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 Q1	–	Sell	-1,089	Closed	-$410K	–	139
2023 Q4	$410K	Sell	1,089 -2,755	-72%	-$963K	0.17%	79
2023 Q3	$1.29M	Sell	3,844 -6,859	-64%	-$2.38M	0.62%	44
2023 Q2	$3.68M	Buy	10,703 +2,837	+36%	+$955K	1.71%	21
2023 Q1	$2.62M	Sell	7,866 -1,306	-14%	-$434K	1.37%	24
2022 Q4	$3.04M	Buy	9,172 +7,954	+653%	+$2.59M	1.75%	20
2022 Q3	$350K	Sell	1,218 -1,053	-46%	-$335K	0.22%	66
2022 Q2	$699K	Buy	2,271 +8	+0.4%	+$2.62K	0.48%	49
2022 Q1	$785K	Sell	2,263 -61	-3%	-$21.2K	0.47%	48
2021 Q4	$844K	Buy	+2,324	New	+$826K	0.47%	42

Other funds holding DIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zimmermann Investment Management & Planning's DIA Position: Q1 2024 in Review

Zimmermann Investment Management & Planning sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2024, closing a stake of 1,089 shares — an estimated $410K sold.

Zimmermann Investment Management & Planning first reported a position in DIA in Q4 2021 and held it in 9 quarters. The position peaked at $3.68M in Q2 2023. 1,151 funds tracked by Wall St. Rank hold DIA as of Q1 2024.

Zimmermann Investment Management & Planning reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 1,089 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2024, an estimated $410K.
Zimmermann Investment Management & Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 9 quarters.
Zimmermann Investment Management & Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.68M in Q2 2023.
1,151 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2024, filed 23 Apr 2024.