Smith & Howard Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Smith & Howard Wealth 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
2018 Q2	–	Sell	-13,150	Closed	-$3.17M	–	48
2018 Q1	$3.17M	Hold	13,150	–	–	1.37%	13
2017 Q4	$3.25M	Buy	+13,150	New	+$3.11M	1.52%	11

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Smith & Howard Wealth Management's DIA Position: Q2 2018 in Review

Smith & Howard Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2018, closing a stake of 13,150 shares — an estimated $3.17M sold.

Smith & Howard Wealth Management first reported a position in DIA in Q4 2017 and held it in 2 quarters. The position peaked at $3.25M in Q4 2017. 588 funds tracked by Wall St. Rank hold DIA as of Q2 2018.

Smith & Howard Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2018 after selling out during the quarter.
Smith & Howard Wealth Management sold 13,150 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2018, an estimated $3.17M.
Smith & Howard Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 2 quarters.
Smith & Howard Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.25M in Q4 2017.
588 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2018.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.