First National Bank of South Miami’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

First National Bank of South Miami’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 Q1	–	Sell	-71	Closed	-$24K	–	267
2022 Q4	$24K	Hold	71	–	–	0.02%	220
2022 Q3	$20K	Hold	71	–	–	0.02%	226
2022 Q2	$22K	Sell	71 -30	-30%	-$9.81K	0.02%	236
2022 Q1	$35K	Sell	101 -30	-23%	-$10.4K	0.02%	233
2021 Q4	$48K	Buy	+131	New	+$46.5K	0.03%	223

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 $666B AUM 30.12% 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

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

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

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

First National Bank of South Miami's DIA Position: Q1 2023 in Review

First National Bank of South Miami sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 71 shares — an estimated $24K sold.

First National Bank of South Miami first reported a position in DIA in Q4 2021 and held it in 5 quarters. The position peaked at $48K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

First National Bank of South Miami reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
First National Bank of South Miami sold 71 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $24K.
First National Bank of South Miami first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 5 quarters.
First National Bank of South Miami's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $48K in Q4 2021.
1,000 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on First National Bank of South Miami's 13F filing for Q1 2023, filed 17 Apr 2023.