AWM
DIA icon

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

Affinity Wealth 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
2017
Q2 		– Sell
-21,967
Closed -$4.53M – 72
2017
Q1 		$4.53M Buy
21,967
+3,367
+18% +$687K 2.53% 10
2016
Q4 		$3.67M Buy
+18,600
New +$3.51M 2.08% 12

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Affinity Wealth Management's DIA Position: Q2 2017 in Review

Affinity Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2017, closing a stake of 21,967 shares — an estimated $4.53M sold.

Affinity Wealth Management first reported a position in DIA in Q4 2016 and held it in 2 quarters. The position peaked at $4.53M in Q1 2017. 473 funds tracked by Wall St. Rank hold DIA as of Q2 2017.

  • Affinity Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2017 after selling out during the quarter.
  • Affinity Wealth Management sold 21,967 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2017, an estimated $4.53M.
  • Affinity Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 2 quarters.
  • Affinity Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.53M in Q1 2017.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2017.

Based on Affinity Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.