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

Financial Perspectives’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
-67
Closed -$20.4K – 629
2020
Q4 		$20.4K Buy
+67
New +$19.5K 0.01% 332

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

Financial Perspectives's DIA Position: Q1 2021 in Review

Financial Perspectives sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2021, closing a stake of 67 shares — an estimated $20.4K sold.

Financial Perspectives first reported a position in DIA in Q4 2020 and held it in 1 quarter. The position peaked at $20.4K in Q4 2020. 885 funds tracked by Wall St. Rank hold DIA as of Q1 2021.

  • Financial Perspectives reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2021 after selling out during the quarter.
  • Financial Perspectives sold 67 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2021, an estimated $20.4K.
  • Financial Perspectives first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 1 quarter.
  • Financial Perspectives's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $20.4K in Q4 2020.
  • 885 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2021.

Based on Financial Perspectives's 13F filing for Q1 2021, filed 10 Jan 2024.