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Wealthspire Advisors (Maryland)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wealthspire Advisors (Maryland)’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 		$2.33M Buy
+8,398
New +$2.29M 0.08% 113
2019
Q2 		– Sell
-100
Closed -$26K – 846
2019
Q1 		$26K Sell
100
-200
-67% -$50.3K ﹤0.01% 1166
2018
Q4 		$70K Buy
300
+1
+0.3% +$250 0.01% 725
2018
Q3 		$79K Hold
299
– – 0.01% 786
2018
Q2 		$73K Sell
299
-476
-61% -$117K 0.01% 826
2018
Q1 		$187K Buy
775
+2
+0.3% +$502 0.02% 497
2017
Q4 		$191K Buy
773
+3
+0.4% +$711 0.02% 504
2017
Q3 		$172K Buy
770
+148
+24% +$32.4K 0.02% 527
2017
Q2 		$133K Buy
622
+103
+20% +$21.6K 0.02% 589
2017
Q1 		$107K Buy
519
+2
+0.4% +$408 0.02% 575
2016
Q4 		$102K Buy
517
+56
+12% +$10.6K 0.02% 571
2016
Q3 		$84K Buy
461
+3
+0.7% +$551 0.01% 629
2016
Q2 		$82K Buy
458
+3
+0.7% +$533 0.01% 581
2016
Q1 		$80K Buy
455
+3
+0.7% +$500 0.01% 580
2015
Q4 		$79K Buy
+452
New +$79K 0.01% 589

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

Wealthspire Advisors (Maryland)'s DIA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2020: 8,398 shares worth $2.33M. The stake represents 0.08% of the portfolio and ranks #113 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in DIA as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in DIA in Q4 2015 and has held it in 15 quarters since. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,398 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.33M as of Q3 2020.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #113 holding.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 15 quarters since.
  • 755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.