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

Clear Perspective 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	$363K	Hold	1,000	–	–	0.11%	124
2021 Q3	$338K	Hold	1,000	–	–	0.12%	118
2021 Q2	$345K	Sell	1,000 -17	-2%	-$5.8K	0.12%	120
2021 Q1	$336K	Buy	+1,017	New	+$321K	0.13%	113
2018 Q1	–	Sell	-27	Closed	-$7K	–	498
2017 Q4	$7K	Hold	27	–	–	0.01%	365
2017 Q3	$6K	Buy	+27	New	+$5.91K	﹤0.01%	374

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

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

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

Clear Perspective Advisors's DIA Position: Q4 2021 in Review

Clear Perspective Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2021 at 1,000 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #124.

Clear Perspective Advisors first reported a position in DIA in Q3 2017 and has held it in 6 quarters since. 961 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

Clear Perspective Advisors held 1,000 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $363K as of Q4 2021.
Clear Perspective Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2021.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Clear Perspective Advisors's portfolio in Q4 2021, its #124 holding.
Clear Perspective Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and has held it in 6 quarters since.
961 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.