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

Sutton Wealth 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
2017 Q4	–	Sell	-251	Closed	-$56.2K	–	1086
2017 Q3	$56.2K	Hold	251	–	–	0.04%	253
2017 Q2	$53.5K	Hold	251	–	–	0.04%	255
2017 Q1	$51.8K	Hold	251	–	–	0.04%	256
2016 Q4	$49.6K	Buy	+251	New	+$47.3K	0.04%	266

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

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

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

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sutton Wealth Advisors's DIA Position: Q4 2017 in Review

Sutton Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2017, closing a stake of 251 shares — an estimated $56.2K sold.

Sutton Wealth Advisors first reported a position in DIA in Q4 2016 and held it in 4 quarters. The position peaked at $56.2K in Q3 2017. 576 funds tracked by Wall St. Rank hold DIA as of Q4 2017.

Sutton Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2017 after selling out during the quarter.
Sutton Wealth Advisors sold 251 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2017, an estimated $56.2K.
Sutton Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 4 quarters.
Sutton Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $56.2K in Q3 2017.
576 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2017.

Based on Sutton Wealth Advisors's 13F filing for Q4 2017, filed 6 Nov 2023.