Pinz Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Pinz Capital 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
2022 Q3	$287K	Buy	+1,000	New	+$318K	0.52%	60
2021 Q4	–	Sell	-2,851	Closed	-$964K	–	403
2021 Q3	$964K	Buy	+2,851	New	+$996K	0.44%	61
2021 Q2	–	Sell	-1,800	Closed	-$594K	–	447
2021 Q1	$594K	Buy	+1,800	New	+$568K	0.16%	93

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

Pinz Capital Management's DIA Position: Q3 2022 in Review

Pinz Capital Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022: 1,000 shares worth $287K. The stake represents 0.52% of the portfolio and ranks #60 among its holdings. This is a return to the name: Pinz Capital Management previously reported a position in DIA as recently as Q3 2021.

Pinz Capital Management first reported a position in DIA in Q1 2021 and has held it in 3 quarters since. The position peaked at $964K in Q3 2021. 932 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Pinz Capital Management held 1,000 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $287K as of Q3 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Pinz Capital Management position in Q3 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.52% of Pinz Capital Management's portfolio in Q3 2022, its #60 holding.
Pinz Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 3 quarters since.
Pinz Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $964K in Q3 2021.
932 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Pinz Capital Management's 13F filing for Q3 2022, filed 15 Nov 2022.