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

Stewardship Financial 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
2021 Q1	$201K	Sell	610 -70	-10%	-$22.1K	0.07%	64
2020 Q4	$208K	Buy	+680	New	+$198K	0.08%	60

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

SMFG

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

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

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Stewardship Financial Advisors's DIA Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 10% in Q1 2021, selling an estimated $22.1K and leaving 610 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #64.

Stewardship Financial Advisors first reported a position in DIA in Q4 2020 and has held it in 2 quarters since. The position peaked at $208K in Q4 2020. 884 funds tracked by Wall St. Rank hold DIA as of Q1 2021.

Stewardship Financial Advisors held 610 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $201K as of Q1 2021.
Stewardship Financial Advisors sold 70 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2021, an estimated $22.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Stewardship Financial Advisors's portfolio in Q1 2021, its #64 holding.
Stewardship Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 2 quarters since.
Stewardship Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $208K in Q4 2020.
884 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.