Patriot Investment Management Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Patriot Investment Management Group’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	–	Sell	-817	Closed	-$281K	–	247
2021 Q2	$281K	Hold	817	–	–	0.03%	212
2021 Q1	$269K	Buy	+817	New	+$258K	0.03%	208
2020 Q4	–	Sell	-1,033	Closed	-$286K	–	179
2020 Q3	$286K	Hold	1,033	–	–	0.03%	186
2020 Q2	$266K	Hold	1,033	–	–	0.03%	190
2020 Q1	$226K	Buy	+1,033	New	+$274K	0.03%	187

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

Patriot Investment Management Group's DIA Position: Q3 2021 in Review

Patriot Investment Management Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2021, closing a stake of 817 shares — an estimated $281K sold.

Patriot Investment Management Group first reported a position in DIA in Q1 2020 and held it in 5 quarters. The position peaked at $286K in Q3 2020. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

Patriot Investment Management Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2021 after selling out during the quarter.
Patriot Investment Management Group sold 817 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $281K.
Patriot Investment Management Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and held it in 5 quarters.
Patriot Investment Management Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $286K in Q3 2020.
887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Patriot Investment Management Group's 13F filing for Q3 2021, filed 20 Oct 2021.