Enterprise Financial Services Corp (EFSC)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2022 Q2	–	Sell	-600	Closed	-$208K	–	294
2022 Q1	$208K	Hold	600	–	–	0.03%	271
2021 Q4	$218K	Hold	600	–	–	0.03%	278
2021 Q3	$203K	Hold	600	–	–	0.03%	303
2021 Q2	$207K	Hold	600	–	–	0.03%	214
2021 Q1	$198K	Hold	600	–	–	0.04%	222
2020 Q4	$183K	Hold	600	–	–	0.03%	218
2020 Q3	$167K	Hold	600	–	–	0.03%	227
2020 Q2	$155K	Hold	600	–	–	0.03%	226
2020 Q1	$132K	Hold	600	–	–	0.03%	231
2019 Q4	$171K	Buy	+600	New	+$165K	0.04%	231

Other funds holding DIA

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s DIA Position: Q2 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2022, closing a stake of 600 shares — an estimated $208K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in DIA in Q4 2019 and held it in 10 quarters. The position peaked at $218K in Q4 2021. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 600 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $208K.
Enterprise Financial Services Corp (EFSC) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 10 quarters.
Enterprise Financial Services Corp (EFSC)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $218K in Q4 2021.
952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2022, filed 9 Aug 2022.