Shine Investment Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Shine Investment Advisory Services’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 Q3	$541K	Buy	1,950 +10	+0.5%	+$2.73K	0.18%	64
2020 Q2	$500K	Buy	1,940 +9	+0.5%	+$2.21K	0.18%	69
2020 Q1	$423K	Buy	1,931 +14	+0.7%	+$3.72K	0.2%	67
2019 Q4	$547K	Buy	1,917 +8	+0.4%	+$2.2K	0.22%	65
2019 Q3	$514K	Buy	1,909 +10	+0.5%	+$2.67K	0.24%	59
2019 Q2	$505K	Buy	1,899 +10	+0.5%	+$2.61K	0.23%	61
2019 Q1	$490K	Hold	1,889	–	–	0.23%	66
2018 Q4	$440K	Buy	1,889 +10	+0.5%	+$2.5K	0.22%	69
2018 Q3	$497K	Buy	1,879 +8	+0.4%	+$2.05K	0.26%	58
2018 Q2	$454K	Buy	1,871 +9	+0.5%	+$2.21K	0.23%	60
2018 Q1	$449K	Buy	1,862 +9	+0.5%	+$2.26K	0.24%	60
2017 Q4	$458K	Buy	1,853 +9	+0.5%	+$2.13K	0.23%	60
2017 Q3	$413K	Buy	1,844 +9	+0.5%	+$1.97K	0.21%	62
2017 Q2	$391K	Buy	1,835 +10	+0.5%	+$2.1K	0.2%	62
2017 Q1	$377K	Buy	+1,825	New	+$372K	0.25%	52

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Shine Investment Advisory Services's DIA Position: Q3 2020 in Review

Shine Investment Advisory Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.52% in Q3 2020, buying an estimated $2.73K and bringing the position to 1,950 shares worth $541K. The position accounts for 0.18% of the portfolio, ranked #64.

Shine Investment Advisory Services first reported a position in DIA in Q1 2017 and has held it in 15 quarters since. The position peaked at $547K in Q4 2019. 756 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

Shine Investment Advisory Services held 1,950 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $541K as of Q3 2020.
Shine Investment Advisory Services bought 10 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $2.73K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of Shine Investment Advisory Services's portfolio in Q3 2020, its #64 holding.
Shine Investment Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $547K in Q4 2019.
756 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.