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Portfolio Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Portfolio Solutions’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
-728
Closed -$240K – 48
2021
Q1 		$240K Buy
+728
New +$230K 0.03% 39
2017
Q3 		– Sell
-90
Closed -$19K – 179
2017
Q2 		$19K Hold
90
– – ﹤0.01% 90
2017
Q1 		$19K Buy
+90
New +$18.4K ﹤0.01% 92

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Portfolio Solutions's DIA Position: Q2 2021 in Review

Portfolio Solutions sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 728 shares — an estimated $240K sold.

Portfolio Solutions first reported a position in DIA in Q1 2017 and held it in 3 quarters. The position peaked at $240K in Q1 2021. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

  • Portfolio Solutions reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
  • Portfolio Solutions sold 728 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $240K.
  • Portfolio Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and held it in 3 quarters.
  • Portfolio Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $240K 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 Portfolio Solutions's 13F filing for Q2 2021, filed 9 Aug 2021.