Pin Oak Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Pin Oak Investment Advisors’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 Q2	–	Sell	-3,228	Closed	-$1.07M	–	408
2021 Q1	$1.07M	Buy	3,228 +1,048	+48%	+$331K	0.91%	34
2020 Q4	$666K	Sell	2,180 -57	-3%	-$16.6K	0.55%	45
2020 Q3	$621K	Sell	2,237 -388	-15%	-$106K	0.6%	46
2020 Q2	$677K	Buy	2,625 +501	+24%	+$123K	0.63%	44
2020 Q1	$758K	Buy	2,124 +1,727	+435%	+$459K	0.79%	44
2019 Q4	$113K	Hold	397	–	–	0.09%	136
2019 Q3	$107K	Hold	397	–	–	0.09%	143
2019 Q2	$106K	Hold	397	–	–	0.08%	150
2019 Q1	$103K	Hold	397	–	–	0.08%	151
2018 Q4	$93K	Hold	397	–	–	0.08%	147
2018 Q3	$105K	Hold	397	–	–	0.08%	150
2018 Q2	$96K	Hold	397	–	–	0.07%	153
2018 Q1	$96K	Buy	+397	New	+$99.7K	0.08%	148

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Pin Oak Investment Advisors's DIA Position: Q2 2021 in Review

Pin Oak Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 3,228 shares — an estimated $1.07M sold.

Pin Oak Investment Advisors first reported a position in DIA in Q1 2018 and held it in 13 quarters. The position peaked at $1.07M in Q1 2021. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

Pin Oak Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
Pin Oak Investment Advisors sold 3,228 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $1.07M.
Pin Oak Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 13 quarters.
Pin Oak Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.07M in Q1 2021.
889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.