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

Sumitomo Mitsui Trust 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
2020
Q2 		– Sell
-3,500
Closed -$767K – 1109
2020
Q1 		$767K Sell
3,500
-6,500
-65% -$1.73M ﹤0.01% 962
2019
Q4 		$2.85M Buy
10,000
+500
+5% +$138K ﹤0.01% 861
2019
Q3 		$2.56M Hold
9,500
– – ﹤0.01% 856
2019
Q2 		$2.53M Buy
+9,500
New +$2.48M ﹤0.01% 820
2019
Q1 		– Sell
-10,000
Closed -$2.31M – 977
2018
Q4 		$2.31M Sell
10,000
-5,000
-33% -$1.25M ﹤0.01% 749
2018
Q3 		$3.97M Buy
15,000
+5,000
+50% +$1.28M ﹤0.01% 723
2018
Q2 		$2.43M Buy
10,000
+2,000
+25% +$491K ﹤0.01% 763
2018
Q1 		$1.93M Sell
8,000
-12,000
-60% -$3.01M ﹤0.01% 770
2017
Q4 		$4.95M Buy
20,000
+4,700
+31% +$1.11M 0.01% 706
2017
Q3 		$3.42M Sell
15,300
-17,900
-54% -$3.92M ﹤0.01% 722
2017
Q2 		$7.08M Buy
33,200
+27,200
+453% +$5.71M 0.01% 674
2017
Q1 		$1.24M Sell
6,000
-6,200
-51% -$1.26M ﹤0.01% 765
2016
Q4 		$2.41M Sell
12,200
-23,500
-66% -$4.43M ﹤0.01% 726
2016
Q3 		$6.53M Buy
35,700
+26,000
+268% +$4.77M 0.01% 654
2016
Q2 		$1.74M Buy
9,700
+7,455
+332% +$1.32M ﹤0.01% 721
2016
Q1 		$397K Sell
2,245
-4,600
-67% -$766K ﹤0.01% 830
2015
Q4 		$1.2M Sell
6,845
-33,500
-83% -$5.85M ﹤0.01% 771
2015
Q3 		$6.56M Buy
40,345
+11,700
+41% +$2M 0.01% 647
2015
Q2 		$5.04M Buy
28,645
+11,850
+71% +$2.13M 0.01% 683
2015
Q1 		$2.98M Buy
16,795
+11,545
+220% +$2.05M 0.01% 694
2014
Q4 		$941K Buy
5,250
+3,065
+140% +$531K ﹤0.01% 792
2014
Q3 		$372K Buy
+2,185
New +$370K ﹤0.01% 804

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group's DIA Position: Q2 2020 in Review

Sumitomo Mitsui Trust Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2020, closing a stake of 3,500 shares — an estimated $767K sold.

Sumitomo Mitsui Trust Group first reported a position in DIA in Q3 2014 and held it in 22 quarters. The position peaked at $7.08M in Q2 2017. 745 funds tracked by Wall St. Rank hold DIA as of Q2 2020.

  • Sumitomo Mitsui Trust Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2020 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 3,500 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2020, an estimated $767K.
  • Sumitomo Mitsui Trust Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2014 and held it in 22 quarters.
  • Sumitomo Mitsui Trust Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.08M in Q2 2017.
  • 745 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2020.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2020, filed 27 Jul 2020.