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

FineMark National 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
2025 Q4	$245K	Buy	+509	New	+$241K	0.01%	404
2020 Q4	–	Sell	-2,240	Closed	-$622K	–	421
2020 Q3	$622K	Sell	2,240 -100	-4%	-$27.3K	0.03%	225
2020 Q2	$603K	Sell	2,340 -9,602	-80%	-$2.36M	0.03%	220
2020 Q1	$2.62M	Buy	+11,942	New	+$3.17M	0.16%	103
2019 Q4	–	Sell	-747	Closed	-$201K	–	385
2019 Q3	$201K	Sell	747 -21	-3%	-$5.6K	0.01%	360
2019 Q2	$204K	Buy	+768	New	+$200K	0.01%	342
2017 Q1	–	Sell	-597	Closed	-$118K	–	529
2016 Q4	$118K	Hold	597	–	–	0.01%	436
2016 Q3	$109K	Hold	597	–	–	0.01%	435
2016 Q2	$107K	Sell	597 -93	-13%	-$16.5K	0.01%	425
2016 Q1	$122K	Sell	690 -465	-40%	-$77.4K	0.01%	380
2015 Q4	$201K	Sell	1,155 -407	-26%	-$71.1K	0.02%	315
2015 Q3	$254K	Hold	1,562	–	–	0.03%	290
2015 Q2	$275K	Hold	1,562	–	–	0.04%	290
2015 Q1	$277K	Hold	1,562	–	–	0.04%	291
2014 Q4	$278K	Hold	1,562	–	–	0.04%	291
2014 Q3	$266K	Hold	1,562	–	–	0.04%	289
2014 Q2	$262K	Hold	1,562	–	–	0.04%	288
2014 Q1	$257K	Buy	1,562 +465	+42%	+$75.1K	0.05%	279
2013 Q4	$182K	Hold	1,097	–	–	0.04%	323
2013 Q3	$166K	Hold	1,097	–	–	0.04%	332
2013 Q2	$163K	Buy	+1,097	New	+$164K	0.05%	305

Other funds holding DIA

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

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

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 $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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FineMark National Bank & Trust's DIA Position: Q4 2025 in Review

FineMark National Bank & Trust opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025: 509 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: FineMark National Bank & Trust previously reported a position in DIA as recently as Q3 2020.

FineMark National Bank & Trust first reported a position in DIA in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.62M in Q1 2020. 1,382 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

FineMark National Bank & Trust held 509 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $245K as of Q4 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new FineMark National Bank & Trust position in Q4 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #404 holding.
FineMark National Bank & Trust first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 21 quarters since.
FineMark National Bank & Trust's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.62M in Q1 2020.
1,382 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.