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

Advisor 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
2019
Q1 		– Sell
-936
Closed -$218K – 643
2018
Q4 		$218K Sell
936
-2,088
-69% -$521K 0.03% 514
2018
Q3 		$800K Buy
+3,024
New +$774K 0.11% 191

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Partners's DIA Position: Q1 2019 in Review

Advisor Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2019, closing a stake of 936 shares — an estimated $218K sold.

Advisor Partners first reported a position in DIA in Q3 2018 and held it in 2 quarters. The position peaked at $800K in Q3 2018. 663 funds tracked by Wall St. Rank hold DIA as of Q1 2019.

  • Advisor Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2019 after selling out during the quarter.
  • Advisor Partners sold 936 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2019, an estimated $218K.
  • Advisor Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and held it in 2 quarters.
  • Advisor Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $800K in Q3 2018.
  • 663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2019.

Based on Advisor Partners's 13F filing for Q1 2019, filed 23 Apr 2019.