1832 Asset Management
DIA icon

1832 Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

1832 Asset Management’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
Q1 		– Sell
-500
Closed -$240K – 673
2025
Q4 		$240K Buy
+500
New +$237K ﹤0.01% 668
2025
Q2 		– Sell
-485
Closed -$204K – 691
2025
Q1 		$204K Hold
485
– – ﹤0.01% 644
2024
Q4 		$206K Hold
485
– – ﹤0.01% 640
2024
Q3 		$205K Buy
485
+110
+29% +$44.7K ﹤0.01% 662
2024
Q2 		$147K Hold
375
– – ﹤0.01% 654
2024
Q1 		$149K Sell
375
-150
-29% -$57.8K ﹤0.01% 650
2023
Q4 		$198K Hold
525
– – ﹤0.01% 632
2023
Q3 		$176K Buy
525
+150
+40% +$52K ﹤0.01% 644
2023
Q2 		$129K Sell
375
-142
-27% -$47.8K ﹤0.01% 664
2023
Q1 		$172K Buy
517
+142
+38% +$47.2K ﹤0.01% 671
2022
Q4 		$124K Hold
375
– – ﹤0.01% 711
2022
Q3 		$108K Hold
375
– – ﹤0.01% 702
2022
Q2 		$115K Hold
375
– – ﹤0.01% 710
2022
Q1 		$128K Buy
+375
New +$130K ﹤0.01% 738

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return