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

Cordasco Financial 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
2021 Q4	–	Sell	-15	Closed	-$5K	–	566
2021 Q3	$5K	Hold	15	–	–	﹤0.01%	462
2021 Q2	$5K	Hold	15	–	–	﹤0.01%	464
2021 Q1	$5K	Hold	15	–	–	﹤0.01%	458
2020 Q4	$5K	Buy	+15	New	+$4.37K	﹤0.01%	408
2015 Q2	–	Sell	-53	Closed	-$9K	–	284
2015 Q1	$9K	Hold	53	–	–	0.01%	238
2014 Q4	$9K	Sell	53 -754	-93%	-$131K	0.01%	240
2014 Q3	$137K	Hold	807	–	–	0.1%	111
2014 Q2	$135K	Hold	807	–	–	0.1%	110
2014 Q1	$133K	Hold	807	–	–	0.11%	106
2013 Q4	$134K	Buy	+807	New	+$127K	0.1%	91

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

Cordasco Financial Network's DIA Position: Q4 2021 in Review

Cordasco Financial Network sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 15 shares — an estimated $5K sold.

Cordasco Financial Network first reported a position in DIA in Q4 2013 and held it in 10 quarters. The position peaked at $137K in Q3 2014. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

Cordasco Financial Network reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
Cordasco Financial Network sold 15 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $5K.
Cordasco Financial Network first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and held it in 10 quarters.
Cordasco Financial Network's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $137K in Q3 2014.
960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Cordasco Financial Network's 13F filing for Q4 2021, filed 24 Jan 2022.