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

Divergent Wealth 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
2020 Q4	–	Sell	-1,142	Closed	-$317K	–	23
2020 Q3	$317K	Hold	1,142	–	–	0.09%	29
2020 Q2	$294K	Hold	1,142	–	–	0.09%	31
2020 Q1	$250K	Hold	1,142	–	–	0.09%	30
2019 Q4	$326K	Hold	1,142	–	–	0.1%	31
2019 Q3	$307K	Hold	1,142	–	–	0.1%	31
2019 Q2	$304K	Hold	1,142	–	–	0.1%	31
2019 Q1	$296K	Hold	1,142	–	–	0.1%	31
2018 Q4	$266K	Hold	1,142	–	–	0.1%	39
2018 Q3	$302K	Hold	1,142	–	–	0.1%	28
2018 Q2	$277K	Hold	1,142	–	–	0.1%	29
2018 Q1	$276K	Buy	+1,142	New	+$287K	0.1%	28

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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

Divergent Wealth Advisors's DIA Position: Q4 2020 in Review

Divergent Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2020, closing a stake of 1,142 shares — an estimated $317K sold.

Divergent Wealth Advisors first reported a position in DIA in Q1 2018 and held it in 11 quarters. The position peaked at $326K in Q4 2019. 852 funds tracked by Wall St. Rank hold DIA as of Q4 2020.

Divergent Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 1,142 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2020, an estimated $317K.
Divergent Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 11 quarters.
Divergent Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $326K in Q4 2019.
852 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2020.

Based on Divergent Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.