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

Founders Financial Securities’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
2022 Q2	–	Sell	-2,225	Closed	-$772K	–	270
2022 Q1	$772K	Buy	+2,225	New	+$772K	0.14%	136
2020 Q1	–	Sell	-1,359	Closed	-$387K	–	129
2019 Q4	$387K	Buy	+1,359	New	+$374K	0.13%	86
2016 Q3	–	Sell	-54,925	Closed	-$9.83M	–	82
2016 Q2	$9.83M	Sell	54,925 -12,343	-18%	-$2.19M	4.51%	4
2016 Q1	$11.9M	Buy	+67,268	New	+$11.2M	5.59%	5

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Founders Financial Securities's DIA Position: Q2 2022 in Review

Founders Financial Securities sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2022, closing a stake of 2,225 shares — an estimated $772K sold.

Founders Financial Securities first reported a position in DIA in Q1 2016 and held it in 4 quarters. The position peaked at $11.9M in Q1 2016. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

Founders Financial Securities reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2022 after selling out during the quarter.
Founders Financial Securities sold 2,225 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $772K.
Founders Financial Securities first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2016 and held it in 4 quarters.
Founders Financial Securities's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11.9M in Q1 2016.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on Founders Financial Securities's 13F filing for Q2 2022, filed 27 Jul 2022.