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

Greenwood Capital 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
2021
Q2 		– Sell
-2,870
Closed -$948K – 215
2021
Q1 		$948K Buy
2,870
+2,105
+275% +$664K 0.15% 115
2020
Q4 		$234K Sell
765
-474
-38% -$138K 0.04% 195
2020
Q3 		$344K Buy
1,239
+428
+53% +$117K 0.07% 156
2020
Q2 		$209K Buy
+811
New +$199K 0.05% 173
2018
Q1 		– Sell
-2,226
Closed -$551K – 202
2017
Q4 		$551K Sell
2,226
-119
-5% -$28.2K 0.13% 110
2017
Q3 		$525K Sell
2,345
-145
-6% -$31.7K 0.13% 106
2017
Q2 		$531K Buy
2,490
+308
+14% +$64.6K 0.14% 103
2017
Q1 		$450K Sell
2,182
-160
-7% -$32.6K 0.12% 116
2016
Q4 		$463K Buy
2,342
+967
+70% +$182K 0.13% 103
2016
Q3 		$251K Sell
1,375
-1,380
-50% -$253K 0.08% 137
2016
Q2 		$493K Sell
2,755
-19,154
-87% -$3.4M 0.15% 95
2016
Q1 		$3.87M Buy
21,909
+3,106
+17% +$517K 1.22% 27
2015
Q4 		$3.27M Buy
+18,803
New +$3.28M 1.06% 39

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Greenwood Capital Associates's DIA Position: Q2 2021 in Review

Greenwood Capital Associates sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 2,870 shares — an estimated $948K sold.

Greenwood Capital Associates first reported a position in DIA in Q4 2015 and held it in 13 quarters. The position peaked at $3.87M in Q1 2016. 890 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

  • Greenwood Capital Associates reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
  • Greenwood Capital Associates sold 2,870 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $948K.
  • Greenwood Capital Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and held it in 13 quarters.
  • Greenwood Capital Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.87M in Q1 2016.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Greenwood Capital Associates's 13F filing for Q2 2021, filed 16 Aug 2021.