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Biltmore Capital Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Biltmore Capital 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
Q4 		– Sell
-3,000
Closed -$1.01M – 163
2021
Q3 		$1.01M Buy
+3,000
New +$1.05M 0.19% 58

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Biltmore Capital Advisors's DIA Position: Q4 2021 in Review

Biltmore Capital Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 3,000 shares — an estimated $1.01M sold.

Biltmore Capital Advisors first reported a position in DIA in Q3 2021 and held it in 1 quarter. The position peaked at $1.01M in Q3 2021. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

  • Biltmore Capital Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
  • Biltmore Capital Advisors sold 3,000 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $1.01M.
  • Biltmore Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and held it in 1 quarter.
  • Biltmore Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.01M in Q3 2021.
  • 960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.