FormulaFolio Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

FormulaFolio Investments’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 Q2	$76K	Hold	221	–	–	0.03%	123
2021 Q1	$76K	Sell	221 -5,109	-96%	-$1.61M	0.02%	119
2020 Q4	$1.63M	Buy	5,330 +2,586	+94%	+$753K	0.03%	272
2020 Q3	$761K	Sell	2,744 -399	-13%	-$109K	0.03%	169
2020 Q2	$810K	Buy	3,143 +1,433	+84%	+$352K	0.03%	156
2020 Q1	$375K	Buy	1,710 +985	+136%	+$262K	0.02%	198
2019 Q4	$207K	Buy	+725	New	+$200K	0.01%	349
2018 Q2	–	Sell	-873	Closed	-$211K	–	305
2018 Q1	$211K	Sell	873 -649	-43%	-$163K	0.01%	257
2017 Q4	$377K	Sell	1,522 -14	-0.9%	-$3.32K	0.02%	199
2017 Q3	$344K	Sell	1,536 -1,092	-42%	-$239K	0.03%	176
2017 Q2	$560K	Buy	+2,628	New	+$551K	0.05%	117

Other funds holding DIA

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

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

FormulaFolio Investments's DIA Position: Q2 2021 in Review

FormulaFolio Investments held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2021 at 221 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #123.

FormulaFolio Investments first reported a position in DIA in Q2 2017 and has held it in 11 quarters since. The position peaked at $1.63M in Q4 2020. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

FormulaFolio Investments held 221 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $76K as of Q2 2021.
FormulaFolio Investments left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2021.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of FormulaFolio Investments's portfolio in Q2 2021, its #123 holding.
FormulaFolio Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2017 and has held it in 11 quarters since.
FormulaFolio Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.63M in Q4 2020.
889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.