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

Sowa Financial 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
2022 Q1	–	Sell	-592	Closed	-$215K	–	69
2021 Q4	$215K	Sell	592 -73	-11%	-$25.9K	0.13%	69
2021 Q3	$225K	Buy	665 +1	+0.2%	+$349	0.15%	66
2021 Q2	$229K	Hold	664	–	–	0.17%	68
2021 Q1	$219K	Sell	664 -139	-17%	-$43.9K	0.15%	66
2020 Q4	$246K	Sell	803 -60	-7%	-$17.5K	0.17%	58
2020 Q3	$239K	Hold	863	–	–	0.17%	54
2020 Q2	$223K	Hold	863	–	–	0.17%	53
2020 Q1	$189K	Hold	863	–	–	0.17%	56
2019 Q4	$246K	Buy	+863	New	+$238K	0.2%	54

Other funds holding DIA

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 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

Sowa Financial Group's DIA Position: Q1 2022 in Review

Sowa Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2022, closing a stake of 592 shares — an estimated $215K sold.

Sowa Financial Group first reported a position in DIA in Q4 2019 and held it in 9 quarters. The position peaked at $246K in Q4 2020. 989 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

Sowa Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2022 after selling out during the quarter.
Sowa Financial Group sold 592 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2022, an estimated $215K.
Sowa Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 9 quarters.
Sowa Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $246K in Q4 2020.
989 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on Sowa Financial Group's 13F filing for Q1 2022, filed 28 Apr 2022.