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

CoreFirst Bank & Trust’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 Q1	$171K	Hold	370	–	–	0.09%	126
2025 Q4	$178K	Hold	370	–	–	0.1%	125
2025 Q3	$172K	Hold	370	–	–	0.09%	122
2025 Q2	$163K	Buy	+370	New	+$154K	0.09%	125
2025 Q1	–	Sell	-370	Closed	-$157K	–	171
2024 Q4	$157K	Hold	370	–	–	0.09%	124
2024 Q3	$157K	Buy	+370	New	+$150K	0.09%	126
2024 Q2	–	Sell	-370	Closed	-$147K	–	180
2024 Q1	$147K	Hold	370	–	–	0.09%	137
2023 Q4	$139K	Hold	370	–	–	0.09%	142
2023 Q3	$124K	Hold	370	–	–	0.09%	150
2023 Q2	$127K	Hold	370	–	–	0.09%	152
2023 Q1	$123K	Hold	370	–	–	0.09%	156
2022 Q4	$123K	Hold	370	–	–	0.09%	168
2022 Q3	$106K	Hold	370	–	–	0.09%	160
2022 Q2	$114K	Hold	370	–	–	0.09%	157
2022 Q1	$129K	Hold	370	–	–	0.09%	160
2021 Q4	$135K	Sell	370 -10	-3%	-$3.55K	0.09%	160
2021 Q3	$128K	Hold	380	–	–	0.09%	161
2021 Q2	$131K	Hold	380	–	–	0.09%	164
2021 Q1	$126K	Hold	380	–	–	0.09%	164
2020 Q4	$117K	Buy	+380	New	+$111K	0.09%	154

Other funds holding DIA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CoreFirst Bank & Trust's DIA Position: Q1 2026 in Review

CoreFirst Bank & Trust held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 370 shares worth $171K. The position accounts for 0.09% of the portfolio, ranked #126.

CoreFirst Bank & Trust first reported a position in DIA in Q4 2020 and has held it in 20 quarters since. The position peaked at $178K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

CoreFirst Bank & Trust held 370 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $171K as of Q1 2026.
CoreFirst Bank & Trust left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #126 holding.
CoreFirst Bank & Trust first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 20 quarters since.
CoreFirst Bank & Trust's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $178K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.