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

Karp Capital 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 Q2	–	Sell	-2,612	Closed	-$573K	–	92
2020 Q1	$573K	Sell	2,612 -243	-9%	-$64.6K	0.19%	72
2019 Q4	$814K	Sell	2,855 -180	-6%	-$49.6K	0.21%	80
2019 Q3	$817K	Hold	3,035	–	–	0.24%	76
2019 Q2	$807K	Sell	3,035 -190	-6%	-$49.6K	0.26%	77
2019 Q1	$836K	Sell	3,225 -100	-3%	-$25.1K	0.3%	80
2018 Q4	$775K	Sell	3,325 -785	-19%	-$196K	0.37%	67
2018 Q3	$1.09M	Sell	4,110 -385	-9%	-$98.5K	0.37%	83
2018 Q2	$1.09M	Hold	4,495	–	–	0.43%	70
2018 Q1	$1.08M	Sell	4,495 -215	-5%	-$54K	0.44%	70
2017 Q4	$1.17M	Sell	4,710 -50	-1%	-$11.8K	0.49%	67
2017 Q3	$1.06M	Sell	4,760 -155	-3%	-$33.9K	0.49%	62
2017 Q2	$1.05M	Sell	4,915 -430	-8%	-$90.2K	0.52%	59
2017 Q1	$1.1M	Sell	5,345 -500	-9%	-$102K	0.62%	54
2016 Q4	$1.15M	Buy	+5,845	New	+$1.1M	0.76%	49
2015 Q4	–	Sell	-130	Closed	-$21K	–	142
2015 Q3	$21K	Hold	130	–	–	0.01%	228
2015 Q2	$23K	Hold	130	–	–	0.02%	235
2015 Q1	$23K	Hold	130	–	–	0.02%	234
2014 Q4	$23K	Buy	+130	New	+$22.5K	0.02%	226

Other funds holding DIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Karp Capital Management's DIA Position: Q2 2020 in Review

Karp Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2020, closing a stake of 2,612 shares — an estimated $573K sold.

Karp Capital Management first reported a position in DIA in Q4 2014 and held it in 18 quarters. The position peaked at $1.17M in Q4 2017. 745 funds tracked by Wall St. Rank hold DIA as of Q2 2020.

Karp Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2020 after selling out during the quarter.
Karp Capital Management sold 2,612 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2020, an estimated $573K.
Karp Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 18 quarters.
Karp Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.17M in Q4 2017.
745 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2020.

Based on Karp Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.