SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / DIA

Swaine & Leidel Wealth Services, LLC’s State Str Spdr Dow Jones Ind Position

Does Swaine & Leidel Wealth Services, LLC own State Str Spdr Dow Jones Ind (DIA)? Yes — 2.1K shares worth $2M (+1.58% of its 13F portfolio) as of Q1 2022, down from 6.0K shares the prior filed quarter.

Position Value
$2M
Q1 2022
Shares
2.1K
% of Portfolio
+1.58%
Quarters Held
11
currently held

Position History DIA

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $1MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ1 ’21Q3 ’21: $2MQ1 ’22: $2MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20222.1K$2M+1.58%
Q3 20216.0K$2M+1.80%
Q1 20216.2K$2M+1.33%
Q4 20206.4K$2M+1.42%
Q3 20206.6K$2M+1.78%
Q2 20206.6K$2M+1.72%
Q1 20206.6K$1M+1.49%
Q4 20199.6K$3M+2.28%
Q3 20199.6K$3M+2.33%
Q2 20199.3K$2M+2.64%
Q1 20198.5K$2M+2.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of DIA.