Strategic Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Strategic Asset 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
2022 Q3	$329K	Buy	1,144 +18	+2%	+$5.72K	0.57%	35
2022 Q2	$347K	Buy	1,126 +54	+5%	+$17.7K	0.56%	36
2022 Q1	$372K	Sell	1,072 -484	-31%	-$168K	0.53%	37
2021 Q4	$565K	Sell	1,556 -559	-26%	-$199K	0.79%	24
2021 Q3	$735K	Buy	+2,115	New	+$739K	1.03%	21

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

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

Strategic Asset Management's DIA Position: Q3 2022 in Review

Strategic Asset Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q3 2022, buying an estimated $5.72K and bringing the position to 1,144 shares worth $329K. The position accounts for 0.57% of the portfolio, ranked #35.

Strategic Asset Management first reported a position in DIA in Q3 2021 and has held it in 5 quarters since. The position peaked at $735K in Q3 2021. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Strategic Asset Management held 1,144 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $329K as of Q3 2022.
Strategic Asset Management bought 18 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $5.72K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.57% of Strategic Asset Management's portfolio in Q3 2022, its #35 holding.
Strategic Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $735K in Q3 2021.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.