Beck Mack & Oliver’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Beck Mack & Oliver’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 Q2	–	Sell	-1,000	Closed	-$330K	–	203
2021 Q1	$330K	Hold	1,000	–	–	0.01%	157
2020 Q4	$306K	Hold	1,000	–	–	0.01%	160
2020 Q3	$278K	Hold	1,000	–	–	0.01%	165
2020 Q2	$258K	Hold	1,000	–	–	0.01%	168
2020 Q1	$219K	Buy	+1,000	New	+$266K	0.01%	169

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Beck Mack & Oliver's DIA Position: Q2 2021 in Review

Beck Mack & Oliver sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 1,000 shares — an estimated $330K sold.

Beck Mack & Oliver first reported a position in DIA in Q1 2020 and held it in 5 quarters. The position peaked at $330K in Q1 2021. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

Beck Mack & Oliver reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
Beck Mack & Oliver sold 1,000 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $330K.
Beck Mack & Oliver first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and held it in 5 quarters.
Beck Mack & Oliver's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $330K in Q1 2021.
889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Beck Mack & Oliver's 13F filing for Q2 2021, filed 28 Jul 2021.