First Allied Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,000
Closed -$4K 1250
2019
Q3
$4K Buy
+2,000
New +$534K ﹤0.01% 1585

Other funds holding DIA

First Allied Advisory Services's DIA Position: Q3 2020 in Review

First Allied Advisory Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.7% in Q3 2020, selling an estimated $145K and leaving 8,747 shares worth $2.43M. The position accounts for 0.08% of the portfolio, ranked #251.

First Allied Advisory Services first reported a position in DIA in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.13M in Q4 2014. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

  • First Allied Advisory Services held 8,747 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.43M as of Q3 2020.
  • First Allied Advisory Services sold 530 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $145K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of First Allied Advisory Services's portfolio in Q3 2020, its #251 holding.
  • First Allied Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 30 quarters since.
  • First Allied Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.13M in Q4 2014.
  • 755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.