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

Bel Air 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
2021
Q2 		$505K Buy
1,463
+257
+21% +$87.7K 0.02% 263
2021
Q1 		$398K Buy
+1,206
New +$381K 0.01% 282

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bel Air Investment Advisors's DIA Position: Q2 2021 in Review

Bel Air Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 21% in Q2 2021, buying an estimated $87.7K and bringing the position to 1,463 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #263.

Bel Air Investment Advisors first reported a position in DIA in Q1 2021 and has held it in 2 quarters since. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

  • Bel Air Investment Advisors held 1,463 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $505K as of Q2 2021.
  • Bel Air Investment Advisors bought 257 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $87.7K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #263 holding.
  • Bel Air Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 2 quarters since.
  • 889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.