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Advisor Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Advisor Group’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
Q1 		– Sell
-3
Closed -$12K – 5234
2018
Q4 		$12K Buy
+3
New +$749 ﹤0.01% 4095

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Advisor Group's DIA Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.7% in Q4 2019, selling an estimated $2.25M and leaving 134,955 shares worth $38.5M. The position accounts for 0.27% of the portfolio, ranked #68.

Advisor Group first reported a position in DIA in Q2 2016 and has held it in 15 quarters since. The position peaked at $39.3M in Q1 2018. 755 funds tracked by Wall St. Rank hold DIA as of Q4 2019.

  • Advisor Group held 134,955 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $38.5M as of Q4 2019.
  • Advisor Group sold 8,170 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2019, an estimated $2.25M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.27% of Advisor Group's portfolio in Q4 2019, its #68 holding.
  • Advisor Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $39.3M in Q1 2018.
  • 755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.