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Mader & Shannon Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mader & Shannon Wealth 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
2017
Q1 		– Sell
-128,913
Closed -$25.5M – 13
2016
Q4 		$25.5M Buy
+128,913
New +$24.3M 21.17% 2

Other funds holding DIA

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mader & Shannon Wealth Management's DIA Position: Q1 2017 in Review

Mader & Shannon Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2017, closing a stake of 128,913 shares — an estimated $25.5M sold.

Mader & Shannon Wealth Management first reported a position in DIA in Q4 2016 and held it in 1 quarter. The position peaked at $25.5M in Q4 2016. 479 funds tracked by Wall St. Rank hold DIA as of Q1 2017.

  • Mader & Shannon Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2017 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 128,913 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2017, an estimated $25.5M.
  • Mader & Shannon Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $25.5M in Q4 2016.
  • 479 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2017.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.