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

Claraphi Advisory Network’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 Q2	–	Sell	-435	Closed	-$95K	–	489
2020 Q1	$95K	Buy	+435	New	+$116K	0.04%	342
2019 Q4	–	Sell	-1,535	Closed	-$413K	–	230
2019 Q3	$413K	Hold	1,535	–	–	0.25%	90
2019 Q2	$408K	Hold	1,535	–	–	0.24%	108
2019 Q1	$398K	Hold	1,535	–	–	0.25%	101
2018 Q4	$358K	Buy	+1,535	New	+$383K	0.27%	102

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Claraphi Advisory Network's DIA Position: Q2 2020 in Review

Claraphi Advisory Network sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2020, closing a stake of 435 shares — an estimated $95K sold.

Claraphi Advisory Network first reported a position in DIA in Q4 2018 and held it in 5 quarters. The position peaked at $413K in Q3 2019. 745 funds tracked by Wall St. Rank hold DIA as of Q2 2020.

Claraphi Advisory Network reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 435 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2020, an estimated $95K.
Claraphi Advisory Network first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 5 quarters.
Claraphi Advisory Network's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $413K in Q3 2019.
745 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.