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

Wealth Architects’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
2018
Q2 		– Sell
-1,496
Closed -$361K – 132
2018
Q1 		$361K Buy
+1,496
New +$376K 0.12% 73

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Architects's DIA Position: Q2 2018 in Review

Wealth Architects sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2018, closing a stake of 1,496 shares — an estimated $361K sold.

Wealth Architects first reported a position in DIA in Q1 2018 and held it in 1 quarter. The position peaked at $361K in Q1 2018. 588 funds tracked by Wall St. Rank hold DIA as of Q2 2018.

  • Wealth Architects reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2018 after selling out during the quarter.
  • Wealth Architects sold 1,496 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2018, an estimated $361K.
  • Wealth Architects first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 1 quarter.
  • Wealth Architects's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $361K in Q1 2018.
  • 588 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2018.

Based on Wealth Architects's 13F filing for Q2 2018, filed 19 Jul 2018.