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

Bickling Financial Services’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
Q3 		– Sell
-1,202
Closed -$415K – 128
2021
Q2 		$415K Buy
+1,202
New +$410K 0.19% 78

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bickling Financial Services's DIA Position: Q3 2021 in Review

Bickling Financial Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2021, closing a stake of 1,202 shares — an estimated $415K sold.

Bickling Financial Services first reported a position in DIA in Q2 2021 and held it in 1 quarter. The position peaked at $415K in Q2 2021. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

  • Bickling Financial Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2021 after selling out during the quarter.
  • Bickling Financial Services sold 1,202 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $415K.
  • Bickling Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 1 quarter.
  • Bickling Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $415K in Q2 2021.
  • 887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Bickling Financial Services's 13F filing for Q3 2021, filed 1 Nov 2021.