Ellevest Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-89	Closed	-$20K	–	1170
2020 Q1	$20K	Hold	89	–	–	0.01%	435
2019 Q4	$25K	Hold	89	–	–	0.01%	369
2019 Q3	$24K	Hold	89	–	–	0.01%	168
2019 Q2	$24K	Hold	89	–	–	0.01%	184
2019 Q1	$23K	Hold	89	–	–	0.01%	143
2018 Q4	$21K	Buy	+89	New	+$22.2K	0.01%	310

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Ellevest Inc's DIA Position: Q2 2020 in Review

Ellevest Inc sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2020, closing a stake of 89 shares — an estimated $20K sold.

Ellevest Inc first reported a position in DIA in Q4 2018 and held it in 6 quarters. The position peaked at $25K in Q4 2019. 745 funds tracked by Wall St. Rank hold DIA as of Q2 2020.

Ellevest Inc reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2020 after selling out during the quarter.
Ellevest Inc sold 89 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2020, an estimated $20K.
Ellevest Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 6 quarters.
Ellevest Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $25K in Q4 2019.
745 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.