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

Edge Wealth Management’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 Q1	–	Sell	-80	Closed	-$29K	–	203
2021 Q4	$29K	Hold	80	–	–	0.01%	224
2021 Q3	$27K	Hold	80	–	–	0.01%	236
2021 Q2	$28K	Hold	80	–	–	0.01%	238
2021 Q1	$26K	Hold	80	–	–	0.01%	240
2020 Q4	$24K	Hold	80	–	–	0.01%	228
2020 Q3	$22K	Hold	80	–	–	0.01%	254
2020 Q2	$21K	Hold	80	–	–	﹤0.01%	353
2020 Q1	$18K	Hold	80	–	–	﹤0.01%	331
2019 Q4	$23K	Buy	+80	New	+$22K	﹤0.01%	322
2017 Q4	–	Hold	0	–	–	–	503
2017 Q3	–	Hold	0	–	–	–	503
2017 Q1	–	Hold	0	–	–	–	475
2016 Q4	–	Hold	0	–	–	–	448
2016 Q1	–	Sell	-102	Closed	-$18K	–	466
2015 Q4	$18K	Hold	102	–	–	0.01%	247
2015 Q3	$16K	Buy	102 +1	+1%	+$171	0.01%	251
2015 Q2	$18K	Buy	101 +1	+1%	+$180	0.01%	250
2015 Q1	$18K	Sell	100 -69	-41%	-$12.3K	0.01%	255
2014 Q4	$30K	Sell	169 -14	-8%	-$2.42K	0.01%	235
2014 Q3	$31K	Sell	183 -150	-45%	-$25.4K	0.01%	226
2014 Q2	$56K	Buy	333 +1	+0.3%	+$166	0.02%	173
2014 Q1	$55K	Sell	332 -20	-6%	-$3.23K	0.02%	171
2013 Q4	$58K	Buy	352 +2	+0.6%	+$314	0.03%	157
2013 Q3	$53K	Buy	350 +2	+0.6%	+$305	0.03%	143
2013 Q2	$52K	Buy	+348	New	+$52K	0.03%	128

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

Goldman Sachs New York $871B AUM 31.28% 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

Citigroup New York $235B AUM 32.99% 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

Edge Wealth Management's DIA Position: Q1 2022 in Review

Edge Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2022, closing a stake of 80 shares — an estimated $29K sold.

Edge Wealth Management first reported a position in DIA in Q2 2013 and held it in 20 quarters. The position peaked at $58K in Q4 2013. 989 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

Edge Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 80 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2022, an estimated $29K.
Edge Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 20 quarters.
Edge Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $58K in Q4 2013.
989 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.