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Legacy Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Legacy Advisors’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
Q3 		– Sell
-2,445
Closed -$754K – 231
2022
Q2 		$754K Hold
2,445
– – 0.16% 89
2022
Q1 		$850K Hold
2,445
– – 0.17% 87
2021
Q4 		$888K Hold
2,445
– – 0.33% 44
2021
Q3 		$827K Hold
2,445
– – 0.33% 47
2021
Q2 		$843K Hold
2,445
– – 0.34% 46
2021
Q1 		$807K Hold
2,445
– – 0.36% 44
2020
Q4 		$748K Sell
2,445
-172
-7% -$50.1K 0.43% 44
2020
Q3 		$726K Buy
2,617
+172
+7% +$47K 0.48% 40
2020
Q2 		$630K Hold
2,445
– – 0.5% 46
2020
Q1 		$536K Hold
2,445
– – 0.54% 51
2019
Q4 		$697K Sell
2,445
-590
-19% -$163K 0.44% 51
2019
Q3 		$817K Buy
3,035
+590
+24% +$157K 0.61% 38
2019
Q2 		$650K Sell
2,445
-1,639
-40% -$428K 0.44% 46
2019
Q1 		$1.06M Buy
4,084
+2,042
+100% +$514K 0.34% 64
2018
Q4 		$476K Hold
2,042
– – 0.36% 63
2018
Q3 		$541K Hold
2,042
– – 0.27% 88
2018
Q2 		$496K Hold
2,042
– – 0.37% 52
2018
Q1 		$497K Hold
2,042
– – 0.37% 47
2017
Q4 		$505K Hold
2,042
– – 0.49% 32
2017
Q3 		$457K Buy
2,042
+852
+72% +$186K 0.51% 32
2017
Q2 		$253K Hold
1,190
– – 0.32% 37
2017
Q1 		$245K Hold
1,190
– – 0.33% 35
2016
Q4 		$235K Buy
+1,190
New +$224K 0.32% 36

Other funds holding DIA

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Legacy Advisors's DIA Position: Q3 2022 in Review

Legacy Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 2,445 shares — an estimated $754K sold.

Legacy Advisors first reported a position in DIA in Q4 2016 and held it in 23 quarters. The position peaked at $1.06M in Q1 2019. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

  • Legacy Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
  • Legacy Advisors sold 2,445 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $754K.
  • Legacy Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 23 quarters.
  • Legacy Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.06M in Q1 2019.
  • 931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Legacy Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.