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

Interchange Capital Partners’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
Q1 		– Sell
-35
Closed -$10K – 440
2020
Q4 		$10K Buy
+35
New +$10.2K 0.01% 785

Other funds holding DIA

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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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Interchange Capital Partners's DIA Position: Q1 2021 in Review

Interchange Capital Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2021, closing a stake of 35 shares — an estimated $10K sold.

Interchange Capital Partners first reported a position in DIA in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 884 funds tracked by Wall St. Rank hold DIA as of Q1 2021.

  • Interchange Capital Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 35 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2021, an estimated $10K.
  • Interchange Capital Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $10K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.