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

Urban Wealth Management’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 Q4	$1.27M	Buy	+4,157	New	+$1.21M	1.06%	22

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Urban Wealth Management's DIA Position: Q4 2020 in Review

Urban Wealth Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2020: 4,157 shares worth $1.27M. The stake represents 1.06% of the portfolio and ranks #22 among its holdings.

852 funds tracked by Wall St. Rank hold DIA as of Q4 2020.

Urban Wealth Management held 4,157 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.27M as of Q4 2020.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Urban Wealth Management position in Q4 2020.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.06% of Urban Wealth Management's portfolio in Q4 2020, its #22 holding.
852 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.