Community Trust & Investment’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Community Trust & Investment’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
2026 Q2	$2.06M	Hold	3,951	–	–	0.11%	92
2026 Q1	$1.83M	Hold	3,951	–	–	0.1%	93
2025 Q4	$1.9M	Hold	3,951	–	–	0.1%	95
2025 Q3	$1.83M	Hold	3,951	–	–	0.1%	94
2025 Q2	$1.74M	Hold	3,951	–	–	0.1%	91
2025 Q1	$1.66M	Hold	3,951	–	–	0.11%	90
2024 Q4	$1.68M	Buy	3,951 +51	+1%	+$22.1K	0.1%	89
2024 Q3	$1.65M	Hold	3,900	–	–	0.1%	88
2024 Q2	$1.53M	Hold	3,900	–	–	0.1%	89
2024 Q1	$1.55M	Hold	3,900	–	–	0.11%	88
2023 Q4	$1.47M	Hold	3,900	–	–	0.11%	87
2023 Q3	$1.31M	Hold	3,900	–	–	0.11%	89
2023 Q2	$1.34M	Hold	3,900	–	–	0.11%	91
2023 Q1	$1.3M	Hold	3,900	–	–	0.11%	92
2022 Q4	$1.29M	Hold	3,900	–	–	0.12%	92
2022 Q3	$1.12M	Hold	3,900	–	–	0.11%	90
2022 Q2	$1.2M	Hold	3,900	–	–	0.11%	87
2022 Q1	$1.35M	Hold	3,900	–	–	0.12%	84
2021 Q4	$1.42M	Hold	3,900	–	–	0.11%	90
2021 Q3	$1.32M	Hold	3,900	–	–	0.11%	88
2021 Q2	$1.34M	Hold	3,900	–	–	0.12%	56
2021 Q1	$1.29M	Hold	3,900	–	–	0.13%	54
2020 Q4	$1.19M	Hold	3,900	–	–	0.12%	53
2020 Q3	$1.08M	Hold	3,900	–	–	0.12%	51
2020 Q2	$1.01M	Hold	3,900	–	–	0.12%	51
2020 Q1	$855K	Hold	3,900	–	–	0.12%	52
2019 Q4	$1.11M	Hold	3,900	–	–	0.13%	49
2019 Q3	$1.05M	Hold	3,900	–	–	0.13%	48
2019 Q2	$1.04M	Hold	3,900	–	–	0.13%	47
2019 Q1	$1.01M	Hold	3,900	–	–	0.12%	49
2018 Q4	$909K	Hold	3,900	–	–	0.14%	45
2018 Q3	$1.03M	Hold	3,900	–	–	0.12%	47
2018 Q2	$947K	Hold	3,900	–	–	0.11%	49
2018 Q1	$941K	Hold	3,900	–	–	0.11%	44
2017 Q4	$965K	Hold	3,900	–	–	0.12%	42
2017 Q3	$873K	Hold	3,900	–	–	0.09%	63
2017 Q2	$832K	Hold	3,900	–	–	0.09%	68
2017 Q1	$805K	Hold	3,900	–	–	0.09%	69
2016 Q4	$770K	Hold	3,900	–	–	0.09%	68
2016 Q3	$713K	Hold	3,900	–	–	0.09%	71
2016 Q2	$698K	Hold	3,900	–	–	0.09%	68
2016 Q1	$689K	Hold	3,900	–	–	0.09%	70
2015 Q4	$679K	Hold	3,900	–	–	0.09%	72
2015 Q3	$634K	Hold	3,900	–	–	0.09%	76
2015 Q2	$686K	Hold	3,900	–	–	0.09%	80
2015 Q1	$693K	Hold	3,900	–	–	0.09%	75
2014 Q4	$694K	Hold	3,900	–	–	0.1%	78
2014 Q3	$663K	Hold	3,900	–	–	0.1%	75
2014 Q2	$655K	Buy	+3,900	New	+$647K	0.1%	72

Other funds holding DIA

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return