WoodTrust Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

WoodTrust Financial’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
2021 Q4	–	Sell	-1,349	Closed	-$456K	–	145
2021 Q3	$456K	Hold	1,349	–	–	0.11%	94
2021 Q2	$465K	Hold	1,349	–	–	0.12%	59
2021 Q1	$445K	Hold	1,349	–	–	0.13%	53
2020 Q4	$413K	Hold	1,349	–	–	0.13%	56
2020 Q3	$374K	Hold	1,349	–	–	0.14%	57
2020 Q2	$348K	Hold	1,349	–	–	0.14%	57
2020 Q1	$296K	Hold	1,349	–	–	0.14%	59
2019 Q4	$385K	Hold	1,349	–	–	0.15%	57
2019 Q3	$363K	Hold	1,349	–	–	0.16%	58
2019 Q2	$359K	Sell	1,349 -175	-11%	-$45.7K	0.16%	58
2019 Q1	$395K	Hold	1,524	–	–	0.19%	55
2018 Q4	$355K	Buy	1,524 +114	+8%	+$28.4K	0.2%	57
2018 Q3	$373K	Hold	1,410	–	–	0.18%	61
2018 Q2	$342K	Hold	1,410	–	–	0.18%	61
2018 Q1	$340K	Hold	1,410	–	–	0.18%	59
2017 Q4	$349K	Buy	+1,410	New	+$334K	0.19%	58

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WoodTrust Financial's DIA Position: Q4 2021 in Review

WoodTrust Financial sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 1,349 shares — an estimated $456K sold.

WoodTrust Financial first reported a position in DIA in Q4 2017 and held it in 16 quarters. The position peaked at $465K in Q2 2021. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

WoodTrust Financial reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
WoodTrust Financial sold 1,349 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $456K.
WoodTrust Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 16 quarters.
WoodTrust Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $465K in Q2 2021.
960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on WoodTrust Financial's 13F filing for Q4 2021, filed 14 Feb 2022.