Atlanta Financial Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Atlanta Financial Associates’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
2021 Q1	$1M	Hold	3,272	–	–	0.47%	19
2020 Q4	$1M	Buy	3,272 +16	+0.5%	+$4.66K	0.47%	19
2020 Q3	$904K	Buy	3,256 +1,522	+88%	+$416K	0.46%	20
2020 Q2	$447K	Buy	1,734 +8	+0.5%	+$1.97K	0.25%	35
2020 Q1	$378K	Buy	+1,726	New	+$459K	0.3%	33

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Atlanta Financial Associates's DIA Position: Q1 2021 in Review

Atlanta Financial Associates held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2021 at 3,272 shares worth $1M. The position accounts for 0.47% of the portfolio, ranked #19.

Atlanta Financial Associates first reported a position in DIA in Q1 2020 and has held it in 5 quarters since. 884 funds tracked by Wall St. Rank hold DIA as of Q1 2021.

Atlanta Financial Associates held 3,272 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1M as of Q1 2021.
Atlanta Financial Associates left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2021.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.47% of Atlanta Financial Associates's portfolio in Q1 2021, its #19 holding.
Atlanta Financial Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 5 quarters since.
884 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.