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

Burt Wealth 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 Q1	–	Sell	-450	Closed	-$138K	–	155
2020 Q4	$138K	Hold	450	–	–	0.05%	109
2020 Q3	$125K	Hold	450	–	–	0.05%	105
2020 Q2	$116K	Hold	450	–	–	0.05%	111
2020 Q1	$99K	Hold	450	–	–	0.04%	113
2019 Q4	$128K	Hold	450	–	–	0.05%	106
2019 Q3	$121K	Hold	450	–	–	0.05%	109
2019 Q2	$120K	Hold	450	–	–	0.05%	114
2019 Q1	$117K	Sell	450 -149	-25%	-$37.5K	0.05%	111
2018 Q4	$140K	Sell	599 -1	-0.2%	-$250	0.07%	102
2018 Q3	$159K	Hold	600	–	–	0.07%	99
2018 Q2	$146K	Hold	600	–	–	0.07%	101
2018 Q1	$145K	Hold	600	–	–	0.07%	98
2017 Q4	$148K	Hold	600	–	–	0.09%	98
2017 Q3	$134K	Hold	600	–	–	0.09%	103
2017 Q2	$127K	Hold	600	–	–	0.09%	99
2017 Q1	$124K	Hold	600	–	–	0.09%	94
2016 Q4	$119K	Hold	600	–	–	0.11%	101
2016 Q3	$109K	Hold	600	–	–	0.12%	96
2016 Q2	$107K	Hold	600	–	–	0.12%	94
2016 Q1	$106K	Hold	600	–	–	0.1%	100
2015 Q4	$104K	Hold	600	–	–	0.08%	101
2015 Q3	$97K	Hold	600	–	–	0.12%	95
2015 Q2	$115K	Hold	600	–	–	0.13%	92
2015 Q1	$107K	Hold	600	–	–	0.11%	87
2014 Q4	$117K	Buy	+600	New	+$104K	0.12%	87

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Burt Wealth Advisors's DIA Position: Q1 2021 in Review

Burt Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2021, closing a stake of 450 shares — an estimated $138K sold.

Burt Wealth Advisors first reported a position in DIA in Q4 2014 and held it in 25 quarters. The position peaked at $159K in Q3 2018. 884 funds tracked by Wall St. Rank hold DIA as of Q1 2021.

Burt Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 450 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2021, an estimated $138K.
Burt Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $159K in Q3 2018.
884 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.