Global Wealth Management Investment Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-6	Closed	-$2K	–	472
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	384
2020 Q3	$2K	Hold	6	–	–	﹤0.01%	379
2020 Q2	$2K	Hold	6	–	–	﹤0.01%	503
2020 Q1	$1K	Sell	6 -83	-93%	-$22K	﹤0.01%	541
2019 Q4	$25K	Hold	89	–	–	0.01%	250
2019 Q3	$24K	Sell	89 -10	-10%	-$2.67K	0.01%	231
2019 Q2	$26K	Sell	99 -350	-78%	-$91.4K	0.01%	237
2019 Q1	$116K	Sell	449 -1,180	-72%	-$297K	0.06%	146
2018 Q4	$380K	Buy	+1,629	New	+$406K	0.22%	94

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 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

Global Wealth Management Investment Advisory's DIA Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2021, closing a stake of 6 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in DIA in Q4 2018 and held it in 9 quarters. The position peaked at $380K in Q4 2018. 885 funds tracked by Wall St. Rank hold DIA as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 6 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2021, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $380K in Q4 2018.
885 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.