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

Freedman Financial Associates’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	-756	Closed	-$264K	–	99
2022 Q1	$264K	Hold	756	–	–	0.18%	62
2021 Q4	$275K	Hold	756	–	–	0.19%	54
2021 Q3	$256K	Buy	756 +28	+4%	+$9.78K	0.19%	51
2021 Q2	$251K	Hold	728	–	–	0.19%	53
2021 Q1	$240K	Hold	728	–	–	0.2%	50
2020 Q4	$223K	Buy	+728	New	+$212K	0.2%	50

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

Freedman Financial Associates's DIA Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2022, closing a stake of 756 shares — an estimated $264K sold.

Freedman Financial Associates first reported a position in DIA in Q4 2020 and held it in 6 quarters. The position peaked at $275K in Q4 2021. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

Freedman Financial Associates reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 756 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $264K.
Freedman Financial Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $275K in Q4 2021.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.