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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

20/20 Capital Management's DIA Position: Q2 2021 in Review

20/20 Capital Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 15% in Q2 2021, buying an estimated $88.4K and bringing the position to 1,943 shares worth $670K. The position accounts for 0.17% of the portfolio, ranked #87.

20/20 Capital Management first reported a position in DIA in Q4 2019 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

20/20 Capital Management held 1,943 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $670K as of Q2 2021.
20/20 Capital Management bought 259 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $88.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of 20/20 Capital Management's portfolio in Q2 2021, its #87 holding.
20/20 Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 7 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.