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

Abacus Wealth Partners’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 		– Sell
-612
Closed -$202K – 116
2021
Q1 		$202K Buy
+612
New +$193K 0.14% 109

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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Abacus Wealth Partners's DIA Position: Q2 2021 in Review

Abacus Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 612 shares — an estimated $202K sold.

Abacus Wealth Partners first reported a position in DIA in Q1 2021 and held it in 1 quarter. The position peaked at $202K in Q1 2021. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

  • Abacus Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
  • Abacus Wealth Partners sold 612 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $202K.
  • Abacus Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 1 quarter.
  • Abacus Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $202K in Q1 2021.
  • 889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Abacus Wealth Partners's 13F filing for Q2 2021, filed 31 May 2023.