Kerntke Otto McGlone Wealth Management Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q4	–	Sell	-1,144	Closed	-$317K	–	123
2020 Q3	$317K	Sell	1,144 -245	-18%	-$66.9K	0.23%	79
2020 Q2	$358K	Buy	+1,389	New	+$342K	0.33%	66

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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

Kerntke Otto McGlone Wealth Management Group's DIA Position: Q4 2020 in Review

Kerntke Otto McGlone Wealth Management Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2020, closing a stake of 1,144 shares — an estimated $317K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in DIA in Q2 2020 and held it in 2 quarters. The position peaked at $358K in Q2 2020. 852 funds tracked by Wall St. Rank hold DIA as of Q4 2020.

Kerntke Otto McGlone Wealth Management Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2020 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 1,144 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2020, an estimated $317K.
Kerntke Otto McGlone Wealth Management Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and held it in 2 quarters.
Kerntke Otto McGlone Wealth Management Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $358K in Q2 2020.
852 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2020.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q4 2020, filed 12 Feb 2021.