AIA
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Alera Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-674
Closed -$175K – 317
2019
Q1 		$175K Buy
674
+170
+34% +$42.8K 0.09% 80
2018
Q4 		$118K Buy
+504
New +$126K 0.07% 104

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Alera Investment Advisors's DIA Position: Q2 2019 in Review

Alera Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2019, closing a stake of 674 shares — an estimated $175K sold.

Alera Investment Advisors first reported a position in DIA in Q4 2018 and held it in 2 quarters. The position peaked at $175K in Q1 2019. 657 funds tracked by Wall St. Rank hold DIA as of Q2 2019.

  • Alera Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 674 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2019, an estimated $175K.
  • Alera Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $175K in Q1 2019.
  • 657 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.