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

JFG 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
2022 Q2	–	Sell	-1,050	Closed	-$364K	–	42
2022 Q1	$364K	Buy	+1,050	New	+$364K	0.11%	24
2021 Q1	–	Sell	-1,250	Closed	-$382K	–	28
2020 Q4	$382K	Buy	+1,250	New	+$364K	0.21%	30

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

JFG Wealth Management's DIA Position: Q2 2022 in Review

JFG Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2022, closing a stake of 1,050 shares — an estimated $364K sold.

JFG Wealth Management first reported a position in DIA in Q4 2020 and held it in 2 quarters. The position peaked at $382K in Q4 2020. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

JFG Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2022 after selling out during the quarter.
JFG Wealth Management sold 1,050 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $364K.
JFG Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 2 quarters.
JFG Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $382K in Q4 2020.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on JFG Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.