Smart Money Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Smart Money Group’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	–	Sell	-2,440	Closed	-$629K	–	91
2020 Q2	$629K	Sell	2,440 -328	-12%	-$80.7K	0.37%	51
2020 Q1	$607K	Sell	2,768 -90	-3%	-$23.9K	0.43%	53
2019 Q4	$815K	Buy	+2,858	New	+$787K	0.48%	46
2019 Q2	–	Sell	-3,381	Closed	-$876K	–	70
2019 Q1	$876K	Buy	3,381 +1,725	+104%	+$434K	0.77%	42
2018 Q4	$386K	Buy	+1,656	New	+$413K	0.4%	44

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

Smart Money Group's DIA Position: Q3 2020 in Review

Smart Money Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2020, closing a stake of 2,440 shares — an estimated $629K sold.

Smart Money Group first reported a position in DIA in Q4 2018 and held it in 5 quarters. The position peaked at $876K in Q1 2019. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

Smart Money Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2020 after selling out during the quarter.
Smart Money Group sold 2,440 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $629K.
Smart Money Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 5 quarters.
Smart Money Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $876K in Q1 2019.
755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on Smart Money Group's 13F filing for Q3 2020, filed 29 Oct 2020.