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

Financial Insights’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
Q3 		– Sell
-309
Closed -$1.07M – 112
2021
Q2 		$1.07M Buy
+309
New +$105K 0.09% 116

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Financial Insights's DIA Position: Q3 2021 in Review

Financial Insights sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2021, closing a stake of 309 shares — an estimated $1.07M sold.

Financial Insights first reported a position in DIA in Q2 2021 and held it in 1 quarter. The position peaked at $1.07M in Q2 2021. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

  • Financial Insights reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 309 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $1.07M.
  • Financial Insights first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 1 quarter.
  • Financial Insights's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.07M in Q2 2021.
  • 887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.