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Herold Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Herold Advisors’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
-60
Closed -$20.8K – 295
2022
Q1 		$20.8K Buy
+60
New +$20.8K 0.01% 503
2021
Q4 		– Sell
-60
Closed -$20K – 295
2021
Q3 		$20K Buy
+60
New +$21K 0.01% 514

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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Herold Advisors's DIA Position: Q2 2022 in Review

Herold Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2022, closing a stake of 60 shares — an estimated $20.8K sold.

Herold Advisors first reported a position in DIA in Q3 2021 and held it in 2 quarters. The position peaked at $20.8K in Q1 2022. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

  • Herold Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 60 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $20.8K.
  • Herold Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $20.8K in Q1 2022.
  • 952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.