RFA
DIA icon

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

Reilly Financial 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
2016
Q2 		– Sell
-325
Closed -$57K – 846
2016
Q1 		$57K Hold
325
– – 0.01% 363
2015
Q4 		$57K Buy
+325
New +$56.8K 0.01% 373

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Reilly Financial Advisors's DIA Position: Q4 2021 in Review

Reilly Financial Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2021 at 610 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #206.

Reilly Financial Advisors first reported a position in DIA in Q2 2013 and has held it in 33 quarters since. 961 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

  • Reilly Financial Advisors held 610 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $222K as of Q4 2021.
  • Reilly Financial Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2021.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #206 holding.
  • Reilly Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 33 quarters since.
  • 961 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.