Mid Atlantic Financial Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$938K	Sell	2,771 -54	-2%	-$18.9K	0.06%	271
2021 Q2	$975K	Buy	2,825 +1	+0%	+$341	0.07%	258
2021 Q1	$932K	Buy	2,824 +50	+2%	+$15.8K	0.07%	253
2020 Q4	$848K	Buy	2,774 +10	+0.4%	+$2.91K	0.07%	263
2020 Q3	$806K	Sell	2,764 -129	-4%	-$35.2K	0.07%	252
2020 Q2	$746K	Sell	2,893 -155	-5%	-$38.1K	0.07%	241
2020 Q1	$668K	Sell	3,048 -1,412	-32%	-$375K	0.08%	243
2019 Q4	$1.27M	Buy	4,460 +226	+5%	+$62.3K	0.12%	161
2019 Q3	$1.14M	Sell	4,234 -242	-5%	-$64.6K	0.12%	156
2019 Q2	$1.19M	Sell	4,476 -15	-0.3%	-$3.92K	0.12%	154
2019 Q1	$1.16M	Buy	4,491 +41	+0.9%	+$10.3K	0.13%	156
2018 Q4	$1.04M	Buy	+4,450	New	+$1.11M	0.13%	153

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

Citigroup New York $235B AUM 32.99% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 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

Mid Atlantic Financial Management's DIA Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.9% in Q3 2021, selling an estimated $18.9K and leaving 2,771 shares worth $938K. The position accounts for 0.06% of the portfolio, ranked #271.

Mid Atlantic Financial Management first reported a position in DIA in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2019. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

Mid Atlantic Financial Management held 2,771 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $938K as of Q3 2021.
Mid Atlantic Financial Management sold 54 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $18.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #271 holding.
Mid Atlantic Financial Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.27M in Q4 2019.
887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.