Certified Advisory Corp’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-101	Closed	-$33K	–	327
2021 Q1	$33K	Buy	+101	New	+$31.9K	0.01%	407
2020 Q2	$26K	Hold	101	–	–	0.01%	394
2020 Q1	$22K	Hold	101	–	–	0.01%	394
2019 Q4	$29K	Hold	101	–	–	0.01%	396
2019 Q3	$27K	Hold	101	–	–	0.01%	420
2019 Q2	$27K	Hold	101	–	–	0.01%	427
2019 Q1	$26K	Sell	101 -135	-57%	-$34K	0.01%	401
2018 Q4	$55K	Sell	236 -92	-28%	-$23K	0.03%	263
2018 Q3	$87K	Buy	328 +101	+44%	+$25.9K	0.04%	220
2018 Q2	$55K	Buy	227 +1	+0.4%	+$246	0.03%	267
2018 Q1	$54K	Sell	226 -54	-19%	-$13.6K	0.03%	256
2017 Q4	$69K	Buy	+280	New	+$66.3K	0.05%	196

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

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Certified Advisory Corp's DIA Position: Q2 2021 in Review

Certified Advisory Corp sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 101 shares — an estimated $33K sold.

Certified Advisory Corp first reported a position in DIA in Q4 2017 and held it in 12 quarters. The position peaked at $87K in Q3 2018. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

Certified Advisory Corp reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 101 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $33K.
Certified Advisory Corp first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $87K in Q3 2018.
889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.