De Burlo Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

De Burlo Group’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
2022 Q3	–	Sell	-750	Closed	-$231K	–	201
2022 Q2	$231K	Buy	+750	New	+$245K	0.07%	75

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

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

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

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

De Burlo Group's DIA Position: Q3 2022 in Review

De Burlo Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 750 shares — an estimated $231K sold.

De Burlo Group first reported a position in DIA in Q2 2022 and held it in 1 quarter. The position peaked at $231K in Q2 2022. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

De Burlo Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
De Burlo Group sold 750 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $231K.
De Burlo Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and held it in 1 quarter.
De Burlo Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $231K in Q2 2022.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on De Burlo Group's 13F filing for Q3 2022, filed 14 Nov 2022.