Farmers & Merchants Trust Co of Chambersburg PA’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2023 Q3	–	Sell	-270	Closed	-$93K	–	385
2023 Q2	$93K	Hold	270	–	–	0.06%	136
2023 Q1	$90K	Hold	270	–	–	0.06%	140
2022 Q4	$89K	Hold	270	–	–	0.06%	139
2022 Q3	$78K	Hold	270	–	–	0.06%	138
2022 Q2	$83K	Hold	270	–	–	0.06%	139
2022 Q1	$94K	Hold	270	–	–	0.06%	136
2021 Q4	$98K	Hold	270	–	–	0.06%	131
2021 Q3	$91K	Hold	270	–	–	0.07%	131
2021 Q2	$93K	Hold	270	–	–	0.06%	136
2021 Q1	$89K	Hold	270	–	–	0.07%	131
2020 Q4	$83K	Hold	270	–	–	0.07%	120
2020 Q3	$75K	Hold	270	–	–	0.06%	119
2020 Q2	$70K	Hold	270	–	–	0.06%	130
2020 Q1	$59K	Hold	270	–	–	0.06%	132
2019 Q4	$77K	Sell	270 -100	-27%	-$27.6K	0.06%	147
2019 Q3	$100K	Hold	370	–	–	0.08%	127
2019 Q2	$98K	Hold	370	–	–	0.09%	127
2019 Q1	$96K	Hold	370	–	–	0.08%	133
2018 Q4	$86K	Hold	370	–	–	0.09%	114
2018 Q3	$98K	Hold	370	–	–	0.08%	119
2018 Q2	$90K	Hold	370	–	–	0.08%	126
2018 Q1	$89.3K	Hold	370	–	–	0.08%	124
2017 Q4	$91.5K	Hold	370	–	–	0.08%	125
2017 Q3	$82.8K	Hold	370	–	–	0.07%	130
2017 Q2	$78.9K	Hold	370	–	–	0.07%	145
2017 Q1	$76.3K	Hold	370	–	–	0.07%	145
2016 Q4	$73.1K	Buy	+370	New	+$69.8K	0.07%	147

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's DIA Position: Q3 2023 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 270 shares — an estimated $93K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in DIA in Q4 2016 and held it in 27 quarters. The position peaked at $100K in Q3 2019. 1,027 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 270 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $93K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 27 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $100K in Q3 2019.
1,027 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2023, filed 17 Oct 2023.