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

HL Financial Services’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
2019
Q1 		$1.22M Sell
4,703
-100
-2% -$25.1K 0.02% 352
2018
Q4 		$1.12M Sell
4,803
-200
-4% -$49.9K 0.02% 347
2018
Q3 		$1.32M Buy
5,003
+2,250
+82% +$576K 0.02% 346
2018
Q2 		$668K Sell
2,753
-145
-5% -$35.6K 0.01% 444
2018
Q1 		$700K Buy
2,898
+145
+5% +$36.4K 0.01% 430
2017
Q4 		$681K Sell
2,753
-256
-9% -$60.6K 0.01% 371
2017
Q3 		$673K Buy
3,009
+356
+13% +$77.9K 0.01% 426
2017
Q2 		$566K Buy
2,653
+25
+1% +$5.25K 0.01% 446
2017
Q1 		$542K Buy
2,628
+467
+22% +$95.2K 0.01% 440
2016
Q4 		$427K Buy
2,161
+80
+4% +$15.1K 0.01% 488
2016
Q3 		$380K Buy
2,081
+25
+1% +$4.59K 0.01% 492
2016
Q2 		$368K Hold
2,056
– – 0.01% 497
2016
Q1 		$363K Sell
2,056
-385
-16% -$64.1K 0.01% 488
2015
Q4 		$425K Buy
2,441
+300
+14% +$52.4K 0.01% 481
2015
Q3 		$348K Hold
2,141
– – 0.01% 501
2015
Q2 		$376K Buy
2,141
+400
+23% +$72K 0.01% 517
2015
Q1 		$309K Sell
1,741
-300
-15% -$53.4K 0.01% 561
2014
Q4 		$363K Buy
+2,041
New +$354K 0.01% 511

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HL Financial Services's DIA Position: Q1 2019 in Review

HL Financial Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.1% in Q1 2019, selling an estimated $25.1K and leaving 4,703 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #352.

HL Financial Services first reported a position in DIA in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.32M in Q3 2018. 663 funds tracked by Wall St. Rank hold DIA as of Q1 2019.

  • HL Financial Services held 4,703 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.22M as of Q1 2019.
  • HL Financial Services sold 100 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2019, an estimated $25.1K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #352 holding.
  • HL Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 18 quarters since.
  • HL Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.32M in Q3 2018.
  • 663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.