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

Strategic 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
2020 Q4	–	Sell	-9,260	Closed	-$2.57M	–	70
2020 Q3	$2.57M	Buy	+9,260	New	+$2.53M	1.92%	19
2019 Q2	–	Sell	-18,582	Closed	-$4.82M	–	25
2019 Q1	$4.82M	Sell	18,582 -4,115	-18%	-$1.03M	4.42%	9
2018 Q4	$5.29M	Sell	22,697 -110	-0.5%	-$27.4K	4.81%	7
2018 Q3	$6.03M	Buy	+22,807	New	+$5.84M	5.11%	7
2014 Q4	–	Sell	-19,844	Closed	-$3.37M	–	49
2014 Q3	$3.37M	Buy	+19,844	New	+$3.36M	3.51%	9

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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 Wealth Management's DIA Position: Q4 2020 in Review

Strategic Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2020, closing a stake of 9,260 shares — an estimated $2.57M sold.

Strategic Wealth Management first reported a position in DIA in Q3 2014 and held it in 5 quarters. The position peaked at $6.03M in Q3 2018. 852 funds tracked by Wall St. Rank hold DIA as of Q4 2020.

Strategic Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2020 after selling out during the quarter.
Strategic Wealth Management sold 9,260 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2020, an estimated $2.57M.
Strategic Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2014 and held it in 5 quarters.
Strategic Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.03M in Q3 2018.
852 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2020.

Based on Strategic Wealth Management's 13F filing for Q4 2020, filed 18 Feb 2021.