RDA Financial Network’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

RDA Financial Network’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	–	Sell	-679	Closed	-$209K	–	203
2022 Q2	$209K	Hold	679	–	–	0.11%	195
2022 Q1	$235K	Sell	679 -126	-16%	-$43.7K	0.1%	193
2021 Q4	$292K	Sell	805 -17	-2%	-$6.04K	0.12%	171
2021 Q3	$278K	Hold	822	–	–	0.12%	177
2021 Q2	$283K	Sell	822 -805	-49%	-$275K	0.13%	175
2021 Q1	$537K	Sell	1,627 -1,512	-48%	-$477K	0.23%	102
2020 Q4	$960K	Buy	3,139 +215	+7%	+$62.6K	0.43%	66
2020 Q3	$811K	Sell	2,924 -1,326	-31%	-$362K	0.37%	71
2020 Q2	$1.1M	Sell	4,250 -150	-3%	-$36.9K	0.55%	49
2020 Q1	$965K	Sell	4,400 -41	-0.9%	-$10.9K	0.58%	49
2019 Q4	$1.28M	Sell	4,441 -198	-4%	-$54.6K	0.52%	53
2019 Q3	$1.3M	Sell	4,639 -683	-13%	-$182K	0.55%	47
2019 Q2	$1.43M	Sell	5,322 -1,106	-17%	-$289K	0.64%	35
2019 Q1	$1.7M	Buy	+6,428	New	+$1.62M	0.8%	25

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RDA Financial Network's DIA Position: Q3 2022 in Review

RDA Financial Network sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 679 shares — an estimated $209K sold.

RDA Financial Network first reported a position in DIA in Q1 2019 and held it in 14 quarters. The position peaked at $1.7M in Q1 2019. 932 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

RDA Financial Network reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
RDA Financial Network sold 679 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $209K.
RDA Financial Network first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and held it in 14 quarters.
RDA Financial Network's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.7M in Q1 2019.
932 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on RDA Financial Network's 13F filing for Q3 2022, filed 11 Oct 2022.