Private Wealth Advisors (Pennsylvania)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$717K	Sell	2,346 -335	-12%	-$97.5K	0.41%	52
2020 Q3	$744K	Sell	2,681 -50	-2%	-$13.7K	0.48%	46
2020 Q2	$704K	Sell	2,731 -25	-0.9%	-$6.15K	0.48%	46
2020 Q1	$654K	Sell	2,756 -2,051	-43%	-$545K	0.5%	46
2019 Q4	$1.38M	Sell	4,807 -25	-0.5%	-$6.89K	0.74%	41
2019 Q3	$1.3M	Sell	4,832 -150	-3%	-$40K	0.66%	45
2019 Q2	$1.32M	Hold	4,982	–	–	0.47%	57
2019 Q1	$1.29M	Hold	4,982	–	–	0.48%	54
2018 Q4	$1.16M	Buy	4,982 +3,789	+318%	+$945K	0.5%	53
2018 Q3	$315K	Buy	1,193 +1	+0.1%	+$256	0.12%	114
2018 Q2	$289K	Hold	1,192	–	–	0.12%	114
2018 Q1	$288K	Buy	1,192 +1	+0.1%	+$251	0.12%	113
2017 Q4	$295K	Buy	1,191 +1	+0.1%	+$237	0.11%	115
2017 Q3	$266K	Sell	1,190 -85	-7%	-$18.6K	0.11%	114
2017 Q2	$272K	Buy	1,275 +1	+0.1%	+$210	0.12%	112
2017 Q1	$263K	Buy	1,274 +1	+0.1%	+$204	0.12%	109
2016 Q4	$252K	Sell	1,273 -724	-36%	-$137K	0.12%	109
2016 Q3	$365K	Sell	1,997 -29	-1%	-$5.33K	0.17%	98
2016 Q2	$363K	Sell	2,026 -35	-2%	-$6.21K	0.18%	94
2016 Q1	$364K	Buy	2,061 +16	+0.8%	+$2.67K	0.19%	92
2015 Q4	$356K	Sell	2,045 -25	-1%	-$4.37K	0.2%	88
2015 Q3	$337K	Sell	2,070 -15	-0.7%	-$2.56K	0.17%	111
2015 Q2	$367K	Buy	2,085 +5	+0.2%	+$900	0.17%	106
2015 Q1	$369K	Buy	2,080 +230	+12%	+$40.9K	0.17%	102
2014 Q4	$329K	Buy	1,850 +75	+4%	+$13K	0.16%	99
2014 Q3	$302K	Buy	1,775 +185	+12%	+$31.3K	0.16%	100
2014 Q2	$267K	Hold	1,590	–	–	0.14%	106
2014 Q1	$261K	Hold	1,590	–	–	0.14%	106
2013 Q4	$263K	Hold	1,590	–	–	0.14%	101
2013 Q3	$240K	Buy	+1,590	New	+$243K	0.14%	101

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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

Private Wealth Advisors (Pennsylvania)'s DIA Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q4 2020, selling an estimated $97.5K and leaving 2,346 shares worth $717K. The position accounts for 0.41% of the portfolio, ranked #52.

Private Wealth Advisors (Pennsylvania) first reported a position in DIA in Q3 2013 and has held it in 30 quarters since. The position peaked at $1.38M in Q4 2019. 852 funds tracked by Wall St. Rank hold DIA as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 2,346 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $717K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 335 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2020, an estimated $97.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.41% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #52 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2013 and has held it in 30 quarters since.
Private Wealth Advisors (Pennsylvania)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.38M in Q4 2019.
852 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.