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Symphony Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Symphony Financial’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
Q3 		– Sell
-1,403
Closed -$362K – 144
2020
Q2 		$362K Buy
1,403
+253
+22% +$62.2K 0.18% 99
2020
Q1 		$257K Buy
+1,150
New +$305K 0.18% 79

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Symphony Financial's DIA Position: Q3 2020 in Review

Symphony Financial sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2020, closing a stake of 1,403 shares — an estimated $362K sold.

Symphony Financial first reported a position in DIA in Q1 2020 and held it in 2 quarters. The position peaked at $362K in Q2 2020. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

  • Symphony Financial reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2020 after selling out during the quarter.
  • Symphony Financial sold 1,403 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $362K.
  • Symphony Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and held it in 2 quarters.
  • Symphony Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $362K in Q2 2020.
  • 755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on Symphony Financial's 13F filing for Q3 2020, filed 9 Oct 2020.