Jackson Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Jackson Wealth Management’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 Q1	–	Sell	-18,090	Closed	-$5.24M	–	114
2019 Q4	$5.24M	Buy	18,090 +527	+3%	+$145K	0.87%	31
2019 Q3	$4.65M	Buy	17,563 +7,358	+72%	+$1.96M	0.97%	26
2019 Q2	$2.75M	Buy	+10,205	New	+$2.66M	0.6%	47
2018 Q4	–	Sell	-19,609	Closed	-$5.18M	–	87
2018 Q3	$5.18M	Sell	19,609 -3,117	-14%	-$798K	1.09%	25
2018 Q2	$5.77M	Buy	22,726 +11,369	+100%	+$2.79M	1.34%	22
2018 Q1	$2.75M	Sell	11,357 -1,888	-14%	-$474K	0.77%	32
2017 Q4	$3.36M	Hold	13,245	–	–	0.85%	33
2017 Q3	$3.02M	Buy	+13,245	New	+$2.9M	0.82%	28

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jackson Wealth Management's DIA Position: Q1 2020 in Review

Jackson Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2020, closing a stake of 18,090 shares — an estimated $5.24M sold.

Jackson Wealth Management first reported a position in DIA in Q3 2017 and held it in 8 quarters. The position peaked at $5.77M in Q2 2018. 718 funds tracked by Wall St. Rank hold DIA as of Q1 2020.

Jackson Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2020 after selling out during the quarter.
Jackson Wealth Management sold 18,090 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2020, an estimated $5.24M.
Jackson Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and held it in 8 quarters.
Jackson Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.77M in Q2 2018.
718 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.