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Emery Howard Portfolio Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Emery Howard Portfolio 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
2021
Q4 		$804K Sell
2,213
-108
-5% -$38.4K 0.1% 26
2021
Q3 		$785K Buy
2,321
+6
+0.3% +$2.1K 0.11% 26
2021
Q2 		$799K Sell
2,315
-15
-0.6% -$5.12K 0.12% 25
2021
Q1 		$769K Sell
2,330
-167
-7% -$52.7K 0.12% 23
2020
Q4 		$764K Sell
2,497
-94
-4% -$27.4K 0.13% 20
2020
Q3 		$719K Buy
2,591
+10
+0.4% +$2.73K 0.14% 20
2020
Q2 		$666K Buy
2,581
+8
+0.3% +$1.97K 0.14% 20
2020
Q1 		$564K Buy
2,573
+35
+1% +$9.3K 0.14% 24
2019
Q4 		$724K Sell
2,538
-105
-4% -$28.9K 0.13% 23
2019
Q3 		$712K Buy
2,643
+10
+0.4% +$2.67K 0.14% 23
2019
Q2 		$700K Sell
2,633
-382
-13% -$99.7K 0.14% 23
2019
Q1 		$781K Sell
3,015
-583
-16% -$147K 0.16% 23
2018
Q4 		$839K Sell
3,598
-114
-3% -$28.4K 0.2% 22
2018
Q3 		$981K Sell
3,712
-46
-1% -$11.8K 0.2% 21
2018
Q2 		$912K Sell
3,758
-454
-11% -$111K 0.2% 21
2018
Q1 		$1.02M Sell
4,212
-104
-2% -$26.1K 0.22% 20
2017
Q4 		$1.07M Buy
4,316
+155
+4% +$36.7K 0.23% 20
2017
Q3 		$931K Buy
4,161
+12
+0.3% +$2.63K 0.21% 22
2017
Q2 		$885K Sell
4,149
-182
-4% -$38.2K 0.19% 22
2017
Q1 		$894K Sell
4,331
-68
-2% -$13.9K 0.2% 23
2016
Q4 		$869K Buy
4,399
+12
+0.3% +$2.26K 0.2% 24
2016
Q3 		$802K Buy
4,387
+56
+1% +$10.3K 0.19% 24
2016
Q2 		$775K Sell
4,331
-1,146
-21% -$203K 0.19% 24
2016
Q1 		$967K Buy
5,477
+10
+0.2% +$1.67K 0.24% 22
2015
Q4 		$951K Sell
5,467
-58
-1% -$10.1K 0.25% 22
2015
Q3 		$898K Sell
5,525
-70
-1% -$11.9K 0.25% 23
2015
Q2 		$984K Sell
5,595
-58
-1% -$10.4K 0.25% 23
2015
Q1 		$1M Sell
5,653
-132
-2% -$23.5K 0.26% 23
2014
Q4 		$1.03M Sell
5,785
-61
-1% -$10.6K 0.3% 21
2014
Q3 		$994K Sell
5,846
-6
-0.1% -$1.02K 0.31% 22
2014
Q2 		$982K Sell
5,852
-601
-9% -$99.6K 0.3% 22
2014
Q1 		$1.06M Sell
6,453
-808
-11% -$131K 0.35% 19
2013
Q4 		$1.2M Sell
7,261
-383
-5% -$60.2K 0.4% 19
2013
Q3 		$1.15M Sell
7,644
-225
-3% -$34.3K 0.42% 19
2013
Q2 		$1.17M Buy
+7,869
New +$1.18M 0.45% 17

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Emery Howard Portfolio Management's DIA Position: Q4 2021 in Review

Emery Howard Portfolio Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.7% in Q4 2021, selling an estimated $38.4K and leaving 2,213 shares worth $804K. The position accounts for 0.1% of the portfolio, ranked #26.

Emery Howard Portfolio Management first reported a position in DIA in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.2M in Q4 2013. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

  • Emery Howard Portfolio Management held 2,213 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $804K as of Q4 2021.
  • Emery Howard Portfolio Management sold 108 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $38.4K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #26 holding.
  • Emery Howard Portfolio Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 35 quarters since.
  • Emery Howard Portfolio Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.2M in Q4 2013.
  • 960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.