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Wintrust Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wintrust Investments’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
2024
Q4 		$93K Sell
220
-7
-3% -$3.03K 0.08% 171
2024
Q3 		$96K Sell
227
-2,646
-92% -$1.07M 0.07% 218
2024
Q2 		$1.12M Buy
2,873
+14
+0.5% +$5.43K 0.09% 180
2024
Q1 		$1.14M Sell
2,859
-185
-6% -$71.3K 0.1% 173
2023
Q4 		$1.15M Buy
3,044
+1,041
+52% +$364K 0.11% 163
2023
Q3 		$671K Sell
2,003
-247
-11% -$85.7K 0.07% 226
2023
Q2 		$774K Buy
+2,250
New +$757K 0.08% 205
2022
Q4 		– Sell
-2,354
Closed -$676K – 376
2022
Q3 		$676K Buy
2,354
+7
+0.3% +$2.23K 0.08% 183
2022
Q2 		$722K Buy
2,347
+143
+6% +$46.8K 0.09% 182
2022
Q1 		$764K Buy
2,204
+95
+5% +$33K 0.07% 200
2021
Q4 		$766K Buy
+2,109
New +$749K 0.07% 205
2021
Q3 		– Sell
-2,717
Closed -$937K – 305
2021
Q2 		$937K Buy
2,717
+243
+10% +$82.9K 0.1% 170
2021
Q1 		$817K Buy
+2,474
New +$781K 0.08% 193
2020
Q4 		– Sell
-1,992
Closed -$553K – 219
2020
Q3 		$553K Buy
1,992
+5
+0.3% +$1.37K 0.08% 186
2020
Q2 		$512K Buy
+1,987
New +$489K 0.07% 189
2019
Q2 		– Sell
-955
Closed -$247K – 365
2019
Q1 		$247K Buy
+955
New +$240K 0.04% 298
2018
Q4 		– Sell
-825
Closed -$218K – 338
2018
Q3 		$218K Buy
+825
New +$211K 0.04% 333
2018
Q1 		– Sell
-1,541
Closed -$381K – 269
2017
Q4 		$381K Buy
+1,541
New +$365K 0.09% 196
2017
Q3 		– Sell
-1,365
Closed -$291K – 280
2017
Q2 		$291K Buy
1,365
+80
+6% +$16.8K 0.08% 233
2017
Q1 		$265K Sell
1,285
-860
-40% -$175K 0.08% 241
2016
Q4 		$424K Buy
+2,145
New +$404K 0.18% 118

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wintrust Investments's DIA Position: Q4 2024 in Review

Wintrust Investments reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.1% in Q4 2024, selling an estimated $3.03K and leaving 220 shares worth $93K. The position accounts for 0.08% of the portfolio, ranked #171.

Wintrust Investments first reported a position in DIA in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.15M in Q4 2023. 1,296 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • Wintrust Investments held 220 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $93K as of Q4 2024.
  • Wintrust Investments sold 7 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $3.03K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Wintrust Investments's portfolio in Q4 2024, its #171 holding.
  • Wintrust Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 21 quarters since.
  • Wintrust Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.15M in Q4 2023.
  • 1,296 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.