AIM
DIA icon

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

Advantage Investment 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
2019
Q3 		– Sell
-14
Closed -$4K – 922
2019
Q2 		$4K Hold
14
– – ﹤0.01% 789
2019
Q1 		$4K Sell
14
-21
-60% -$5.28K ﹤0.01% 783
2018
Q4 		$8K Sell
35
-35
-50% -$8.73K 0.01% 693
2018
Q3 		$19K Sell
70
-2,575
-97% -$659K 0.01% 584
2018
Q2 		$642K Sell
2,645
-1,324
-33% -$325K 0.47% 44
2018
Q1 		$958K Sell
3,969
-21,920
-85% -$5.51M 0.37% 60
2017
Q4 		$6.4M Buy
25,889
+7,100
+38% +$1.68M 1.99% 9
2017
Q3 		$4.21M Sell
18,789
-10,547
-36% -$2.31M 1.37% 19
2017
Q2 		$6.26M Buy
29,336
+29,267
+42,416% +$6.14M 2.18% 9
2017
Q1 		$14K Sell
69
-5,650
-99% -$1.15M 0.01% 615
2016
Q4 		$1.13M Buy
5,719
+5,661
+9,760% +$1.07M 0.42% 57
2016
Q3 		$11K Sell
58
-2,431
-98% -$446K ﹤0.01% 609
2016
Q2 		$446K Sell
2,489
-41,115
-94% -$7.3M 0.21% 91
2016
Q1 		$7.7M Buy
43,604
+40,041
+1,124% +$6.67M 3.3% 6
2015
Q4 		$620K Buy
3,563
+3,492
+4,918% +$610K 0.32% 74
2015
Q3 		$12K Sell
71
-857
-92% -$146K 0.01% 516
2015
Q2 		$163K Sell
928
-604
-39% -$109K 0.08% 161
2015
Q1 		$272K Sell
1,532
-7,372
-83% -$1.31M 0.15% 117
2014
Q4 		$1.58M Buy
+8,904
New +$1.54M 1.18% 21

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Advantage Investment Management's DIA Position: Q3 2019 in Review

Advantage Investment Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2019, closing a stake of 14 shares — an estimated $4K sold.

Advantage Investment Management first reported a position in DIA in Q4 2014 and held it in 19 quarters. The position peaked at $7.7M in Q1 2016. 663 funds tracked by Wall St. Rank hold DIA as of Q3 2019.

  • Advantage Investment Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2019 after selling out during the quarter.
  • Advantage Investment Management sold 14 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2019, an estimated $4K.
  • Advantage Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 19 quarters.
  • Advantage Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.7M in Q1 2016.
  • 663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.