IDA
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Intelligence Driven Advisers’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Intelligence Driven Advisers’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
2020
Q3 		– Sell
-859
Closed -$222K – 83
2020
Q2 		$222K Sell
859
-466
-35% -$115K 0.08% 81
2020
Q1 		$290K Sell
1,325
-90
-6% -$23.9K 0.13% 70
2019
Q4 		$403K Hold
1,415
– – 0.18% 56
2019
Q3 		$381K Hold
1,415
– – 0.18% 61
2019
Q2 		$376K Buy
1,415
+466
+49% +$122K 0.18% 72
2019
Q1 		$246K Hold
949
– – 0.13% 81
2018
Q4 		$221K Buy
+949
New +$237K 0.14% 89

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 $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return