Epstein & White Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Epstein & White Financial’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 Q2	$641K	Buy	1,859 +9	+0.5%	+$3.07K	0.17%	34
2021 Q1	$608K	Buy	1,850 +303	+20%	+$95.6K	0.18%	34
2020 Q4	$475K	Buy	1,547 +5	+0.3%	+$1.46K	0.15%	36
2020 Q3	$428K	Sell	1,542 -6	-0.4%	-$1.64K	0.15%	34
2020 Q2	$400K	Sell	1,548 -127	-8%	-$31.2K	0.15%	36
2020 Q1	$366K	Sell	1,675 -19	-1%	-$5.05K	0.15%	45
2019 Q4	$484K	Sell	1,694 -140	-8%	-$38.6K	0.21%	41
2019 Q3	$494K	Buy	1,834 +80	+5%	+$21.3K	0.24%	37
2019 Q2	$466K	Sell	1,754 -243	-12%	-$63.4K	0.25%	43
2019 Q1	$517K	Sell	1,997 -169	-8%	-$42.5K	0.3%	37
2018 Q4	$505K	Buy	2,166 +4	+0.2%	+$998	0.32%	30
2018 Q3	$572K	Buy	2,162 +81	+4%	+$20.7K	0.38%	30
2018 Q2	$502K	Buy	2,081 +252	+14%	+$61.9K	0.37%	42
2018 Q1	$439K	Sell	1,829 -22	-1%	-$5.53K	0.28%	63
2017 Q4	$476K	Buy	+1,851	New	+$438K	0.28%	60

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Epstein & White Financial's DIA Position: Q2 2021 in Review

Epstein & White Financial increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.49% in Q2 2021, buying an estimated $3.07K and bringing the position to 1,859 shares worth $641K. The position accounts for 0.17% of the portfolio, ranked #34.

Epstein & White Financial first reported a position in DIA in Q4 2017 and has held it in 15 quarters since. 890 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

Epstein & White Financial held 1,859 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $641K as of Q2 2021.
Epstein & White Financial bought 9 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $3.07K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of Epstein & White Financial's portfolio in Q2 2021, its #34 holding.
Epstein & White Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 15 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.