22CM
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20/20 Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

20/20 Capital Management’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
2021
Q2 		$670K Buy
1,943
+259
+15% +$88.4K 0.17% 87
2021
Q1 		$556K Buy
1,684
+180
+12% +$56.8K 0.16% 91
2020
Q4 		$461K Sell
1,504
-101
-6% -$29.4K 0.13% 109
2020
Q3 		$445K Buy
1,605
+111
+7% +$30.3K 0.17% 98
2020
Q2 		$410K Sell
1,494
-173
-10% -$42.5K 0.16% 96
2020
Q1 		$398K Buy
1,667
+490
+42% +$130K 0.18% 93
2019
Q4 		$346K Buy
+1,177
New +$324K 0.14% 108

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return