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

Level Four Financial’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 Q3	$220K	Sell	650 -100	-13%	-$34.9K	0.1%	262
2021 Q2	$259K	Buy	+750	New	+$256K	0.11%	242

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Level Four Financial's DIA Position: Q3 2021 in Review

Level Four Financial reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 13% in Q3 2021, selling an estimated $34.9K and leaving 650 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #262.

Level Four Financial first reported a position in DIA in Q2 2021 and has held it in 2 quarters since. The position peaked at $259K in Q2 2021. 888 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

Level Four Financial held 650 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $220K as of Q3 2021.
Level Four Financial sold 100 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $34.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Level Four Financial's portfolio in Q3 2021, its #262 holding.
Level Four Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and has held it in 2 quarters since.
Level Four Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $259K in Q2 2021.
888 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.