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

Barber Financial Group’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
2023 Q1	$3.07M	Buy	9,220 +3,188	+53%	+$1.06M	0.54%	23
2022 Q4	$2M	Buy	6,032 +1,495	+33%	+$486K	0.55%	25
2022 Q3	$1.3M	Buy	4,537 +328	+8%	+$104K	0.38%	37
2022 Q2	$1.3M	Sell	4,209 -14,786	-78%	-$4.84M	0.21%	35
2022 Q1	$6.59M	Buy	+18,995	New	+$6.59M	0.88%	22
2020 Q1	–	Sell	-10,021	Closed	-$2.86M	–	120
2019 Q4	$2.86M	Buy	10,021 +729	+8%	+$201K	0.58%	47
2019 Q3	$2.5M	Buy	9,292 +1,960	+27%	+$523K	0.53%	49
2019 Q2	$1.95M	Buy	7,332 +4,226	+136%	+$1.1M	0.46%	47
2019 Q1	$805K	Buy	+3,106	New	+$781K	0.16%	64
2018 Q3	–	Sell	-4,042	Closed	-$981K	–	133
2018 Q2	$981K	Sell	4,042 -11,660	-74%	-$2.86M	0.28%	54
2018 Q1	$3.79M	Buy	15,702 +1,750	+13%	+$440K	1.01%	33
2017 Q4	$3.45M	Sell	13,952 -751	-5%	-$178K	0.88%	38
2017 Q3	$3.29M	Buy	+14,703	New	+$3.22M	0.93%	35

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

Barber Financial Group's DIA Position: Q1 2023 in Review

Barber Financial Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 53% in Q1 2023, buying an estimated $1.06M and bringing the position to 9,220 shares worth $3.07M. The position accounts for 0.54% of the portfolio, ranked #23.

Barber Financial Group first reported a position in DIA in Q3 2017 and has held it in 13 quarters since. The position peaked at $6.59M in Q1 2022. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Barber Financial Group held 9,220 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.07M as of Q1 2023.
Barber Financial Group bought 3,188 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $1.06M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.54% of Barber Financial Group's portfolio in Q1 2023, its #23 holding.
Barber Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and has held it in 13 quarters since.
Barber Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.59M in Q1 2022.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.