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

Enterprise 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
2021
Q4 		– Sell
-43
Closed -$15K – 210
2021
Q3 		$15K Buy
+43
New +$15K 0.01% 182

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Enterprise Trust & Investment's DIA Position: Q4 2021 in Review

Enterprise Trust & Investment sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 43 shares — an estimated $15K sold.

Enterprise Trust & Investment first reported a position in DIA in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

  • Enterprise Trust & Investment reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
  • Enterprise Trust & Investment sold 43 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $15K.
  • Enterprise Trust & Investment first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and held it in 1 quarter.
  • Enterprise Trust & Investment's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15K in Q3 2021.
  • 960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Enterprise Trust & Investment's 13F filing for Q4 2021, filed 18 Jan 2022.