Dixon Hubard Feinour & Brown’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	$436K	Buy	1,415 +16	+1%	+$5.23K	0.05%	205
2022 Q1	$485K	Hold	1,399	–	–	0.05%	215
2021 Q4	$508K	Buy	1,399 +75	+6%	+$26.6K	0.05%	211
2021 Q3	$448K	Hold	1,324	–	–	0.1%	126
2021 Q2	$457K	Sell	1,324 -1,456	-52%	-$497K	0.1%	125
2021 Q1	$845K	Buy	2,780 +1,390	+100%	+$439K	0.1%	121
2020 Q4	$386K	Hold	1,390	–	–	0.1%	117
2020 Q3	$386K	Hold	1,390	–	–	0.1%	117
2020 Q2	$367K	Buy	1,390 +439	+46%	+$108K	0.1%	119
2020 Q1	$208K	Buy	+951	New	+$253K	0.07%	151

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Dixon Hubard Feinour & Brown's DIA Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q2 2022, buying an estimated $5.23K and bringing the position to 1,415 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #205.

Dixon Hubard Feinour & Brown first reported a position in DIA in Q1 2020 and has held it in 10 quarters since. The position peaked at $845K in Q1 2021. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

Dixon Hubard Feinour & Brown held 1,415 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $436K as of Q2 2022.
Dixon Hubard Feinour & Brown bought 16 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $5.23K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #205 holding.
Dixon Hubard Feinour & Brown first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 10 quarters since.
Dixon Hubard Feinour & Brown's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $845K in Q1 2021.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.