Mariner Independent Advisor Network’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mariner Independent Advisor Network’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	$5.78M	Sell	20,131 -5,269	-21%	-$1.68M	0.25%	100
2022 Q2	$7.93M	Sell	25,400 -1,137	-4%	-$372K	0.33%	72
2022 Q1	$9.19M	Buy	+26,537	New	+$9.21M	0.35%	70
2021 Q4	–	Sell	-14,270	Closed	-$4.83M	–	463
2021 Q3	$4.83M	Buy	14,270 +906	+7%	+$316K	0.24%	112
2021 Q2	$4.61M	Sell	13,364 -2,208	-14%	-$754K	0.21%	119
2021 Q1	$5.14M	Sell	15,572 -6,240	-29%	-$1.97M	0.27%	93
2020 Q4	$6.67M	Buy	21,812 +11,235	+106%	+$3.27M	0.36%	67
2020 Q3	$2.94M	Buy	+10,577	New	+$2.89M	0.24%	114
2019 Q4	–	Sell	-29,240	Closed	-$7.85M	–	376
2019 Q3	$7.85M	Buy	29,240 +85	+0.3%	+$22.7K	0.6%	34
2019 Q2	$7.75M	Sell	29,155 -5,727	-16%	-$1.5M	0.58%	38
2019 Q1	$9.07M	Buy	34,882 +2,003	+6%	+$504K	0.77%	26
2018 Q4	$7.74M	Buy	32,879 +131	+0.4%	+$32.7K	0.69%	26
2018 Q3	$8.66M	Sell	32,748 -4,786	-13%	-$1.23M	1.08%	18
2018 Q2	$9.11M	Sell	37,534 -3,289	-8%	-$807K	1.61%	14
2018 Q1	$9.85M	Sell	40,823 -8,010	-16%	-$2.01M	0.61%	38
2017 Q4	$12.1M	Buy	48,833 +12,548	+35%	+$2.97M	1.26%	18
2017 Q3	$8.12M	Buy	+36,285	New	+$7.94M	1.32%	21
2014 Q4	–	Sell	-1,544	Closed	-$263K	–	174
2014 Q3	$263K	Buy	1,544 +169	+12%	+$28.6K	0.14%	104
2014 Q2	$231K	Buy	+1,375	New	+$228K	0.11%	118

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

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

Mariner Independent Advisor Network's DIA Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 21% in Q3 2022, selling an estimated $1.68M and leaving 20,131 shares worth $5.78M. The position accounts for 0.25% of the portfolio, ranked #100.

Mariner Independent Advisor Network first reported a position in DIA in Q2 2014 and has held it in 19 quarters since. The position peaked at $12.1M in Q4 2017. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Mariner Independent Advisor Network held 20,131 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.78M as of Q3 2022.
Mariner Independent Advisor Network sold 5,269 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $1.68M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #100 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2014 and has held it in 19 quarters since.
Mariner Independent Advisor Network's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $12.1M in Q4 2017.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.