Formidable Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Formidable Asset Management’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
2023 Q3	–	Sell	-601	Closed	-$207K	–	299
2023 Q2	$207K	Hold	601	–	–	0.05%	256
2023 Q1	$202K	Buy	+601	New	+$200K	0.04%	277
2022 Q2	–	Sell	-601	Closed	-$208K	–	331
2022 Q1	$208K	Buy	601 +1	+0.2%	+$347	0.04%	303
2021 Q4	$221K	Hold	600	–	–	0.04%	281
2021 Q3	$203K	Hold	600	–	–	0.04%	326
2021 Q2	$208K	Buy	+600	New	+$205K	0.04%	284
2017 Q4	–	Sell	-3,483	Closed	-$780K	–	131
2017 Q3	$780K	Hold	3,483	–	–	0.33%	68
2017 Q2	$743K	Buy	3,483 +60	+2%	+$12.6K	0.37%	63
2017 Q1	$719K	Buy	+3,423	New	+$698K	0.31%	77
2016 Q2	–	Sell	-275	Closed	-$49K	–	226
2016 Q1	$49K	Hold	275	–	–	0.03%	203
2015 Q4	$46K	Hold	275	–	–	0.03%	225
2015 Q3	$44K	Hold	275	–	–	0.03%	238
2015 Q2	$48K	Hold	275	–	–	0.03%	218
2015 Q1	$50K	Hold	275	–	–	0.03%	203
2014 Q4	$49K	Hold	275	–	–	0.03%	199
2014 Q3	$48K	Hold	275	–	–	0.03%	196
2014 Q2	$46K	Hold	275	–	–	0.03%	214
2014 Q1	$45K	Hold	275	–	–	0.03%	196
2013 Q4	$43K	Buy	275 +175	+175%	+$27.5K	0.03%	212
2013 Q3	$15K	Buy	+100	New	+$15.3K	0.01%	259

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Formidable Asset Management's DIA Position: Q3 2023 in Review

Formidable Asset Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 601 shares — an estimated $207K sold.

Formidable Asset Management first reported a position in DIA in Q3 2013 and held it in 20 quarters. The position peaked at $780K in Q3 2017. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Formidable Asset Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
Formidable Asset Management sold 601 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $207K.
Formidable Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2013 and held it in 20 quarters.
Formidable Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $780K in Q3 2017.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Formidable Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.