Partnervest Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,800
Closed -$20K 231
2020
Q1
$20K Sell
2,800
-247,200
-99% -$65.7M 0.01% 201
2019
Q4
$2K Buy
+250,000
New +$68.9M ﹤0.01% 237

Other funds holding DIA

Partnervest Advisory Services's DIA Position: Q3 2020 in Review

Partnervest Advisory Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.2% in Q3 2020, selling an estimated $64.2K and leaving 5,408 shares worth $1.5M. The position accounts for 0.48% of the portfolio, ranked #43.

Partnervest Advisory Services first reported a position in DIA in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.08M in Q4 2013. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

  • Partnervest Advisory Services held 5,408 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.5M as of Q3 2020.
  • Partnervest Advisory Services sold 235 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $64.2K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.48% of Partnervest Advisory Services's portfolio in Q3 2020, its #43 holding.
  • Partnervest Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 30 quarters since.
  • Partnervest Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.08M in Q4 2013.
  • 755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.