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

Cahill Financial 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
-116
Closed -$39K – 361
2021
Q3 		$39K Buy
+116
New +$40.5K 0.01% 369

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

Cahill Financial Advisors's DIA Position: Q4 2021 in Review

Cahill Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 116 shares — an estimated $39K sold.

Cahill Financial Advisors first reported a position in DIA in Q3 2021 and held it in 1 quarter. The position peaked at $39K in Q3 2021. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

  • Cahill Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 116 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $39K.
  • Cahill Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $39K 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 Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.