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Fiduciary Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Fiduciary Planning’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
Q1 		– Sell
-1
Closed – – 267
2020
Q4 		$0 Hold
1
– – ﹤0.01% 242
2020
Q3 		$0 Buy
+1
New +$273 ﹤0.01% 194

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Fiduciary Planning's DIA Position: Q1 2021 in Review

Fiduciary Planning sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2021, closing a stake of 1 share.

Fiduciary Planning first reported a position in DIA in Q3 2020 and held it in 2 quarters. The position peaked at $0 in Q4 2020. 884 funds tracked by Wall St. Rank hold DIA as of Q1 2021.

  • Fiduciary Planning reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2021 after selling out during the quarter.
  • Fiduciary Planning sold 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q1 2021.
  • Fiduciary Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and held it in 2 quarters.
  • Fiduciary Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $0 in Q4 2020.
  • 884 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2021.

Based on Fiduciary Planning's 13F filing for Q1 2021, filed 20 May 2021.