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Bridgeworth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-196
Closed -$47K – 229
2018
Q2 		$47K Buy
+196
New +$48.1K 0.02% 289

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bridgeworth's DIA Position: Q3 2018 in Review

Bridgeworth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2018, closing a stake of 196 shares — an estimated $47K sold.

Bridgeworth first reported a position in DIA in Q2 2018 and held it in 1 quarter. The position peaked at $47K in Q2 2018. 608 funds tracked by Wall St. Rank hold DIA as of Q3 2018.

  • Bridgeworth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 196 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2018, an estimated $47K.
  • Bridgeworth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $47K in Q2 2018.
  • 608 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.