Swaine & Leidel Wealth Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$2.06M	Buy	+2,059	New	+$714K	1.58%	30
2021 Q3	$2.04M	Buy	+6,029	New	+$2.11M	1.8%	27
2021 Q1	$2.06M	Sell	6,235 -164	-3%	-$51.8K	1.33%	36
2020 Q4	$1.96M	Sell	6,399 -185	-3%	-$53.8K	1.42%	38
2020 Q3	$1.83M	Buy	6,584 +24	+0.4%	+$6.56K	1.78%	30
2020 Q2	$1.69M	Sell	6,560 -10	-0.2%	-$2.46K	1.72%	29
2020 Q1	$1.44M	Sell	6,570 -3,002	-31%	-$797K	1.49%	33
2019 Q4	$2.73M	Sell	9,572 -12	-0.1%	-$3.31K	2.28%	27
2019 Q3	$2.58M	Buy	9,584 +306	+3%	+$81.7K	2.33%	20
2019 Q2	$2.47M	Buy	9,278 +771	+9%	+$201K	2.64%	8
2019 Q1	$2.2M	Buy	8,507 +3,045	+56%	+$766K	2.79%	7
2018 Q4	$1.41M	Buy	+5,462	New	+$1.36M	2.24%	26

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Swaine & Leidel Wealth Services's DIA Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2022: 2,059 shares worth $2.06M. The stake represents 1.58% of the portfolio and ranks #30 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in DIA as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in DIA in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.73M in Q4 2019. 988 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

Swaine & Leidel Wealth Services held 2,059 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.06M as of Q1 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Swaine & Leidel Wealth Services position in Q1 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.58% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #30 holding.
Swaine & Leidel Wealth Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 12 quarters since.
Swaine & Leidel Wealth Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.73M in Q4 2019.
988 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.