Freed Investment Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Freed Investment Group’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 Q3	$6.94M	Sell	20,523 -1,209	-6%	-$422K	5.29%	6
2021 Q2	$7.5M	Buy	21,732 +3,856	+22%	+$1.32M	5.82%	5
2021 Q1	$5.9M	Buy	17,876 +10,192	+133%	+$3.22M	5.15%	5
2020 Q4	$2.35M	Buy	+7,684	New	+$2.24M	2.16%	9

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

Citigroup New York $235B AUM 32.99% 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

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

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 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

Freed Investment Group's DIA Position: Q3 2021 in Review

Freed Investment Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.6% in Q3 2021, selling an estimated $422K and leaving 20,523 shares worth $6.94M. The position accounts for 5.29% of the portfolio, ranked #6.

Freed Investment Group first reported a position in DIA in Q4 2020 and has held it in 4 quarters since. The position peaked at $7.5M in Q2 2021. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

Freed Investment Group held 20,523 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.94M as of Q3 2021.
Freed Investment Group sold 1,209 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $422K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 5.29% of Freed Investment Group's portfolio in Q3 2021, its #6 holding.
Freed Investment Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 4 quarters since.
Freed Investment Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.5M in Q2 2021.
887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Freed Investment Group's 13F filing for Q3 2021, filed 15 Nov 2021.