Blue Chip Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$862K	Buy	3,106 +112	+4%	+$30.6K	0.68%	38
2020 Q2	$772K	Buy	2,994 +838	+39%	+$206K	0.73%	36
2020 Q1	$473K	Buy	2,156 +324	+18%	+$86.1K	0.59%	47
2019 Q4	$522K	Buy	1,832 +5	+0.3%	+$1.38K	0.48%	54
2019 Q3	$492K	Buy	1,827 +7	+0.4%	+$1.87K	0.51%	53
2019 Q2	$484K	Sell	1,820 -26	-1%	-$6.79K	0.51%	52
2019 Q1	$478K	Sell	1,846 -335	-15%	-$84.3K	0.54%	53
2018 Q4	$509K	Buy	2,181 +180	+9%	+$44.9K	0.67%	44
2018 Q3	$529K	Buy	2,001 +7	+0.4%	+$1.79K	0.53%	52
2018 Q2	$484K	Buy	1,994 +686	+52%	+$168K	0.53%	54
2018 Q1	$316K	Buy	+1,308	New	+$329K	0.32%	70

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Blue Chip Wealth Management's DIA Position: Q3 2020 in Review

Blue Chip Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.7% in Q3 2020, buying an estimated $30.6K and bringing the position to 3,106 shares worth $862K. The position accounts for 0.68% of the portfolio, ranked #38.

Blue Chip Wealth Management first reported a position in DIA in Q1 2018 and has held it in 11 quarters since. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

Blue Chip Wealth Management held 3,106 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $862K as of Q3 2020.
Blue Chip Wealth Management bought 112 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $30.6K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.68% of Blue Chip Wealth Management's portfolio in Q3 2020, its #38 holding.
Blue Chip Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 11 quarters since.
755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.