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

Hochman Cole Investment 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
2021 Q3	$306K	Sell	904 -41	-4%	-$14.3K	0.12%	105
2021 Q2	$326K	Buy	945 +11	+1%	+$3.75K	0.13%	96
2021 Q1	$308K	Sell	934 -6	-0.6%	-$1.89K	0.13%	97
2020 Q4	$288K	Sell	940 -59	-6%	-$17.2K	0.12%	94
2020 Q3	$277K	Sell	999 -1,004	-50%	-$274K	0.14%	94
2020 Q2	$517K	Sell	2,003 -42	-2%	-$10.3K	0.29%	65
2020 Q1	$448K	Buy	+2,045	New	+$543K	0.31%	61
2018 Q4	–	Sell	-1,580	Closed	-$418K	–	108
2018 Q3	$418K	Buy	+1,580	New	+$404K	0.26%	61
2017 Q2	–	Sell	-1,009	Closed	-$208K	–	92
2017 Q1	$208K	Sell	1,009 -326	-24%	-$66.5K	0.15%	84
2016 Q4	$264K	Buy	+1,335	New	+$252K	0.19%	73
2016 Q3	–	Sell	-1,264	Closed	-$226K	–	84
2016 Q2	$226K	Sell	1,264 -198	-14%	-$35.1K	0.19%	66
2016 Q1	$258K	Hold	1,462	–	–	0.22%	65
2015 Q4	$254K	Buy	+1,462	New	+$255K	0.22%	63

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Hochman Cole Investment Advisors's DIA Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.3% in Q3 2021, selling an estimated $14.3K and leaving 904 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #105.

Hochman Cole Investment Advisors first reported a position in DIA in Q4 2015 and has held it in 13 quarters since. The position peaked at $517K in Q2 2020. 888 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

Hochman Cole Investment Advisors held 904 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $306K as of Q3 2021.
Hochman Cole Investment Advisors sold 41 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $14.3K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #105 holding.
Hochman Cole Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 13 quarters since.
Hochman Cole Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $517K in Q2 2020.
888 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.