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Grandfield & Dodd’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Grandfield & Dodd’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 		– Sell
-1,509
Closed -$520K – 208
2021
Q2 		$520K Hold
1,509
– – 0.04% 127
2021
Q1 		$500K Sell
1,509
-503
-25% -$159K 0.04% 132
2020
Q4 		$620K Buy
+2,012
New +$586K 0.05% 118

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Grandfield & Dodd's DIA Position: Q3 2021 in Review

Grandfield & Dodd sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2021, closing a stake of 1,509 shares — an estimated $520K sold.

Grandfield & Dodd first reported a position in DIA in Q4 2020 and held it in 3 quarters. The position peaked at $620K in Q4 2020. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

  • Grandfield & Dodd reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2021 after selling out during the quarter.
  • Grandfield & Dodd sold 1,509 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $520K.
  • Grandfield & Dodd first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 3 quarters.
  • Grandfield & Dodd's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $620K in Q4 2020.
  • 887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Grandfield & Dodd's 13F filing for Q3 2021, filed 28 Oct 2021.