Sound View Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sound View Wealth 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
2019 Q1	$3.17M	Buy	12,243 +1,912	+19%	+$481K	0.99%	29
2018 Q4	$2.41M	Buy	+10,331	New	+$2.58M	0.87%	32

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound View Wealth Advisors's DIA Position: Q1 2019 in Review

Sound View Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 19% in Q1 2019, buying an estimated $481K and bringing the position to 12,243 shares worth $3.17M. The position accounts for 0.99% of the portfolio, ranked #29.

Sound View Wealth Advisors first reported a position in DIA in Q4 2018 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold DIA as of Q1 2019.

Sound View Wealth Advisors held 12,243 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.17M as of Q1 2019.
Sound View Wealth Advisors bought 1,912 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2019, an estimated $481K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.99% of Sound View Wealth Advisors's portfolio in Q1 2019, its #29 holding.
Sound View Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 2 quarters since.
663 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.