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

AAF Wealth 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
2025 Q2	–	Sell	-18,210	Closed	-$7.65M	–	50
2025 Q1	$7.65M	Sell	18,210 -22	-0.1%	-$9.52K	4.13%	7
2024 Q4	$7.76M	Buy	+18,232	New	+$7.89M	3.91%	7
2023 Q4	–	Sell	-679	Closed	-$227K	–	53
2023 Q3	$227K	Sell	679 -62	-8%	-$21.5K	0.15%	37
2023 Q2	$255K	Sell	741 -646	-47%	-$217K	0.16%	37
2023 Q1	$461K	Sell	1,387 -654	-32%	-$217K	0.3%	25
2022 Q4	$676K	Sell	2,041 -6,232	-75%	-$2.03M	0.48%	18
2022 Q3	$2.38M	Sell	8,273 -46,285	-85%	-$14.7M	1.89%	12
2022 Q2	$16.8M	Sell	54,558 -806	-1%	-$264K	12.65%	3
2022 Q1	$19.2M	Buy	55,364 +2,383	+4%	+$827K	12.62%	3
2021 Q4	$19.3M	Buy	52,981 +380	+0.7%	+$135K	13.93%	3
2021 Q3	$17.8M	Buy	52,601 +1,640	+3%	+$573K	13.52%	3
2021 Q2	$17.6M	Buy	50,961 +1,874	+4%	+$640K	13.57%	3
2021 Q1	$16.2M	Buy	49,087 +4,797	+11%	+$1.51M	13.77%	3
2020 Q4	$13.5M	Buy	+44,290	New	+$12.9M	12.27%	4

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AAF Wealth Management's DIA Position: Q2 2025 in Review

AAF Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 18,210 shares — an estimated $7.65M sold.

AAF Wealth Management first reported a position in DIA in Q4 2020 and held it in 14 quarters. The position peaked at $19.3M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

AAF Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
AAF Wealth Management sold 18,210 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $7.65M.
AAF Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 14 quarters.
AAF Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $19.3M in Q4 2021.
1,276 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on AAF Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.