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

Kelly Financial Services’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 Q2	–	Sell	-18	Closed	-$5.94K	–	642
2021 Q1	$5.94K	Hold	18	–	–	﹤0.01%	380
2020 Q4	$5.5K	Hold	18	–	–	﹤0.01%	356
2020 Q3	$5K	Hold	18	–	–	﹤0.01%	338
2020 Q2	$4.64K	Hold	18	–	–	﹤0.01%	347
2020 Q1	$3.95K	Hold	18	–	–	﹤0.01%	322
2019 Q4	$5.13K	Hold	18	–	–	﹤0.01%	293
2019 Q3	$4.84K	Hold	18	–	–	﹤0.01%	293
2019 Q2	$4.79K	Hold	18	–	–	﹤0.01%	294
2019 Q1	$4.66K	Buy	+18	New	+$4.53K	0.01%	302

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

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

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Kelly Financial Services's DIA Position: Q2 2021 in Review

Kelly Financial Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 18 shares — an estimated $5.94K sold.

Kelly Financial Services first reported a position in DIA in Q1 2019 and held it in 9 quarters. The position peaked at $5.94K in Q1 2021. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

Kelly Financial Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
Kelly Financial Services sold 18 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $5.94K.
Kelly Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and held it in 9 quarters.
Kelly Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.94K in Q1 2021.
889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.