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

B. Riley 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
2022 Q2	$4.62K	Buy	14,995 +1,526	+11%	+$499K	0.01%	148
2022 Q1	$4.67M	Buy	13,469 +2,016	+18%	+$699K	0.36%	70
2021 Q4	$4.16M	Sell	11,453 -1,933	-14%	-$687K	0.29%	83
2021 Q3	$4.53M	Sell	13,386 -2,002	-13%	-$699K	0.35%	71
2021 Q2	$5.31M	Sell	15,388 -499	-3%	-$170K	0.59%	47
2021 Q1	$5.25M	Sell	15,887 -1,105	-7%	-$349K	0.61%	47
2020 Q4	$5.2M	Sell	16,992 -419	-2%	-$122K	0.67%	42
2020 Q3	$4.83M	Buy	17,411 +6,052	+53%	+$1.65M	0.57%	50
2020 Q2	$2.93M	Sell	11,359 -558	-5%	-$137K	0.32%	75
2020 Q1	$2.61M	Sell	11,917 -6,289	-35%	-$1.67M	0.27%	91
2019 Q4	$5.19M	Buy	18,206 +6,175	+51%	+$1.7M	0.78%	30
2019 Q3	$3.24M	Sell	12,031 -10,079	-46%	-$2.69M	0.57%	42
2019 Q2	$5.88K	Sell	22,110 -3,560	-14%	-$929K	0.9%	21
2019 Q1	$6.65M	Buy	25,670 +2,979	+13%	+$749K	1.15%	18
2018 Q4	$5.29M	Buy	22,691 +5,209	+30%	+$1.3M	1.11%	19
2018 Q3	$4.62M	Buy	+17,482	New	+$4.47M	1.14%	18
2016 Q1	$959K	Buy	+5,432	New	+$905K	1.43%	16
2015 Q3	–	Sell	-211	Closed	-$37K	–	279
2015 Q2	$37K	Hold	211	–	–	0.03%	477
2015 Q1	$37K	Buy	211 +1	+0.5%	+$178	0.03%	471
2014 Q4	$37K	Buy	+210	New	+$36.4K	0.03%	446

Other funds holding DIA

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

B. Riley Wealth Management's DIA Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q2 2022, buying an estimated $499K and bringing the position to 14,995 shares worth $4.62K. The position accounts for 0.01% of the portfolio, ranked #148.

B. Riley Wealth Management first reported a position in DIA in Q4 2014 and has held it in 20 quarters since. The position peaked at $6.65M in Q1 2019. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

B. Riley Wealth Management held 14,995 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.62K as of Q2 2022.
B. Riley Wealth Management bought 1,526 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $499K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #148 holding.
B. Riley Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 20 quarters since.
B. Riley Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.65M in Q1 2019.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.