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

Kings Point 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
2022 Q1	$275K	Sell	792 -30	-4%	-$10.4K	0.02%	178
2021 Q4	$299K	Hold	822	–	–	0.02%	194
2021 Q3	$278K	Hold	822	–	–	0.02%	179
2021 Q2	$284K	Sell	822 -60	-7%	-$20.5K	0.03%	177
2021 Q1	$291K	Sell	882 -95	-10%	-$30K	0.03%	164
2020 Q4	$299K	Buy	977 +475	+95%	+$138K	0.03%	149
2020 Q3	$139K	Hold	502	–	–	0.02%	202
2020 Q2	$129K	Hold	502	–	–	0.02%	193
2020 Q1	$110K	Sell	502 -258	-34%	-$68.5K	0.02%	204
2019 Q4	$217K	Buy	760 +290	+62%	+$79.9K	0.03%	174
2019 Q3	$127K	Buy	+470	New	+$125K	0.02%	202
2015 Q2	–	Sell	-67	Closed	-$12K	–	365
2015 Q1	$12K	Hold	67	–	–	﹤0.01%	343
2014 Q4	$12K	Hold	67	–	–	﹤0.01%	326
2014 Q3	$11K	Hold	67	–	–	﹤0.01%	305
2014 Q2	$11K	Buy	+67	New	+$11.1K	﹤0.01%	316

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

Goldman Sachs New York $871B AUM 31.28% 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

Citigroup New York $235B AUM 32.99% 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

Kings Point Capital Management's DIA Position: Q1 2022 in Review

Kings Point Capital Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.6% in Q1 2022, selling an estimated $10.4K and leaving 792 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #178.

Kings Point Capital Management first reported a position in DIA in Q2 2014 and has held it in 15 quarters since. The position peaked at $299K in Q4 2021. 989 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

Kings Point Capital Management held 792 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $275K as of Q1 2022.
Kings Point Capital Management sold 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2022, an estimated $10.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #178 holding.
Kings Point Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2014 and has held it in 15 quarters since.
Kings Point Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $299K in Q4 2021.
989 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.