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

Resource 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
2021 Q4	$1.96M	Buy	5,406 +303	+6%	+$108K	0.2%	39
2021 Q3	$1.73M	Sell	5,103 -198	-4%	-$69.2K	0.2%	39
2021 Q2	$1.83M	Buy	5,301 +104	+2%	+$35.5K	0.21%	35
2021 Q1	$1.72M	Buy	5,197 +48	+0.9%	+$15.2K	0.21%	40
2020 Q4	$1.57M	Sell	5,149 -434	-8%	-$126K	0.22%	40
2020 Q3	$1.55M	Sell	5,583 -311	-5%	-$85K	0.25%	35
2020 Q2	$1.52M	Sell	5,894 -545	-8%	-$134K	0.26%	34
2020 Q1	$1.41M	Buy	6,439 +25	+0.4%	+$6.64K	0.3%	33
2019 Q4	$1.83M	Buy	6,414 +4	+0.1%	+$1.1K	0.29%	31
2019 Q3	$1.73M	Sell	6,410 -107	-2%	-$28.6K	0.3%	31
2019 Q2	$1.73M	Buy	6,517 +3	+0%	+$783	0.3%	30
2019 Q1	$1.69M	Sell	6,514 -15	-0.2%	-$3.77K	0.3%	31
2018 Q4	$1.52M	Buy	6,529 +3	+0%	+$749	0.32%	31
2018 Q3	$1.73M	Sell	6,526 -15	-0.2%	-$3.84K	0.32%	26
2018 Q2	$1.59M	Buy	6,541 +2	+0%	+$491	0.31%	26
2018 Q1	$1.58M	Buy	6,539 +1,176	+22%	+$295K	0.34%	27
2017 Q4	$1.32M	Buy	+5,363	New	+$1.27M	0.27%	35

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

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

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

Resource Management's DIA Position: Q4 2021 in Review

Resource Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.9% in Q4 2021, buying an estimated $108K and bringing the position to 5,406 shares worth $1.96M. The position accounts for 0.2% of the portfolio, ranked #39.

Resource Management first reported a position in DIA in Q4 2017 and has held it in 17 quarters since. 961 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

Resource Management held 5,406 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.96M as of Q4 2021.
Resource Management bought 303 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $108K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.2% of Resource Management's portfolio in Q4 2021, its #39 holding.
Resource Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 17 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 Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.