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

Tempus Wealth Planning’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	–	Sell	-1,156	Closed	-$420K	–	141
2021 Q4	$420K	Buy	1,156 +29	+3%	+$10.3K	0.23%	106
2021 Q3	$381K	Buy	+1,127	New	+$394K	0.22%	110
2021 Q1	–	Sell	-694	Closed	-$212K	–	103
2020 Q4	$212K	Sell	694 -718	-51%	-$209K	0.27%	69
2020 Q3	$392K	Buy	+1,412	New	+$386K	0.57%	35

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

Tempus Wealth Planning's DIA Position: Q1 2022 in Review

Tempus Wealth Planning sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2022, closing a stake of 1,156 shares — an estimated $420K sold.

Tempus Wealth Planning first reported a position in DIA in Q3 2020 and held it in 4 quarters. The position peaked at $420K in Q4 2021. 988 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

Tempus Wealth Planning reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2022 after selling out during the quarter.
Tempus Wealth Planning sold 1,156 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2022, an estimated $420K.
Tempus Wealth Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and held it in 4 quarters.
Tempus Wealth Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $420K in Q4 2021.
988 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on Tempus Wealth Planning's 13F filing for Q1 2022, filed 6 May 2022.