D'Orazio & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

D'Orazio & Associates’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	-250	Closed	-$85K	–	263
2021 Q3	$85K	Hold	250	–	–	0.02%	146
2021 Q2	$86K	Hold	250	–	–	0.02%	129
2021 Q1	$83K	Sell	250 -265	-51%	-$83.6K	0.02%	129
2020 Q4	$157K	Hold	515	–	–	0.05%	86
2020 Q3	$143K	Hold	515	–	–	0.06%	84
2020 Q2	$133K	Hold	515	–	–	0.06%	83
2020 Q1	$113K	Hold	515	–	–	0.06%	84
2019 Q4	$147K	Hold	515	–	–	0.04%	86
2019 Q3	$139K	Hold	515	–	–	0.04%	85
2019 Q2	$137K	Hold	515	–	–	0.04%	85
2019 Q1	$133K	Hold	515	–	–	0.04%	82
2018 Q4	$120K	Hold	515	–	–	0.04%	77
2018 Q3	$136K	Hold	515	–	–	0.05%	71
2018 Q2	$125K	Hold	515	–	–	0.05%	70
2018 Q1	$124K	Buy	+515	New	+$129K	0.05%	65
2015 Q2	–	Sell	-70	Closed	-$12K	–	248
2015 Q1	$12K	Hold	70	–	–	0.01%	180
2014 Q4	$12K	Hold	70	–	–	0.01%	162
2014 Q3	$12K	Hold	70	–	–	0.01%	168
2014 Q2	$12K	Hold	70	–	–	0.01%	174
2014 Q1	$11K	Hold	70	–	–	0.01%	171
2013 Q4	$12K	Buy	+70	New	+$11K	0.01%	154

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

D'Orazio & Associates's DIA Position: Q4 2021 in Review

D'Orazio & Associates sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 250 shares — an estimated $85K sold.

D'Orazio & Associates first reported a position in DIA in Q4 2013 and held it in 21 quarters. The position peaked at $157K in Q4 2020. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

D'Orazio & Associates reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 250 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $85K.
D'Orazio & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and held it in 21 quarters.
D'Orazio & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $157K in Q4 2020.
960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.