Meristem Family Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Meristem Family Wealth’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 Q1	$2.66M	Hold	7,663	–	–	0.29%	40
2021 Q4	$2.78M	Hold	7,663	–	–	0.24%	51
2021 Q3	$2.59M	Buy	7,663 +1,350	+21%	+$472K	0.25%	50
2021 Q2	$2.18M	Buy	+6,313	New	+$2.15M	0.34%	38

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meristem Family Wealth's DIA Position: Q1 2022 in Review

Meristem Family Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2022 at 7,663 shares worth $2.66M. The position accounts for 0.29% of the portfolio, ranked #40.

Meristem Family Wealth first reported a position in DIA in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.78M in Q4 2021. 988 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

Meristem Family Wealth held 7,663 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.66M as of Q1 2022.
Meristem Family Wealth left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of Meristem Family Wealth's portfolio in Q1 2022, its #40 holding.
Meristem Family Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and has held it in 4 quarters since.
Meristem Family Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.78M in Q4 2021.
988 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.