Sanibel Captiva Trust Company’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sanibel Captiva Trust Company’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
2026 Q2	$1.2M	Buy	2,297 +92	+4%	+$45.9K	0.03%	240
2026 Q1	$1.02M	Hold	2,205	–	–	0.03%	240
2025 Q4	$1.06M	Sell	2,205 -13	-0.6%	-$6.15K	0.03%	223
2025 Q3	$1.03M	Hold	2,218	–	–	0.03%	226
2025 Q2	$977K	Buy	2,218 +141	+7%	+$58.5K	0.03%	228
2025 Q1	$872K	Hold	2,077	–	–	0.03%	232
2024 Q4	$884K	Hold	2,077	–	–	0.03%	228
2024 Q3	$879K	Hold	2,077	–	–	0.03%	230
2024 Q2	$812K	Buy	+2,077	New	+$806K	0.03%	222

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

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

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanibel Captiva Trust Company's DIA Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.2% in Q2 2026, buying an estimated $45.9K and bringing the position to 2,297 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #240.

Sanibel Captiva Trust Company first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sanibel Captiva Trust Company held 2,297 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.2M as of Q2 2026.
Sanibel Captiva Trust Company bought 92 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $45.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #240 holding.
Sanibel Captiva Trust Company first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.