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25 LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

25 LLC’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
2023
Q3 		– Sell
-176
Closed -$60.5K – 168
2023
Q2 		$60.5K Buy
176
+1
+0.6% +$337 0.03% 73
2023
Q1 		$59K Buy
+175
New +$58.1K 0.04% 76

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

25 LLC's DIA Position: Q3 2023 in Review

25 LLC sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 176 shares — an estimated $60.5K sold.

25 LLC first reported a position in DIA in Q1 2023 and held it in 2 quarters. The position peaked at $60.5K in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

  • 25 LLC reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
  • 25 LLC sold 176 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $60.5K.
  • 25 LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and held it in 2 quarters.
  • 25 LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $60.5K in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.