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

Intrua Financial’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	–	Sell	-608	Closed	-$216K	–	369
2021 Q2	$216K	Sell	608 -96	-14%	-$32.8K	0.05%	280
2021 Q1	$239K	Sell	704 -110	-14%	-$34.7K	0.06%	254
2020 Q4	$249K	Sell	814 -101	-11%	-$29.4K	0.11%	176
2020 Q3	$270K	Sell	915 -600	-40%	-$164K	0.13%	155
2020 Q2	$423K	Buy	+1,515	New	+$373K	0.16%	128

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Intrua Financial's DIA Position: Q3 2021 in Review

Intrua Financial sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2021, closing a stake of 608 shares — an estimated $216K sold.

Intrua Financial first reported a position in DIA in Q2 2020 and held it in 5 quarters. The position peaked at $423K in Q2 2020. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

Intrua Financial reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2021 after selling out during the quarter.
Intrua Financial sold 608 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $216K.
Intrua Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and held it in 5 quarters.
Intrua Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $423K in Q2 2020.
887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Intrua Financial's 13F filing for Q3 2021, filed 28 Oct 2021.