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

AllSquare 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 Q3	$397K	Sell	856 -30	-3%	-$13.5K	0.21%	68
2025 Q2	$390K	Hold	886	–	–	0.22%	68
2025 Q1	$372K	Hold	886	–	–	0.22%	68
2024 Q4	$377K	Hold	886	–	–	0.22%	65
2024 Q3	$375K	Sell	886 -20	-2%	-$8.13K	0.21%	67
2024 Q2	$354K	Sell	906 -30	-3%	-$11.6K	0.21%	64
2024 Q1	$372K	Hold	936	–	–	0.22%	66
2023 Q4	$353K	Hold	936	–	–	0.22%	67
2023 Q3	$314K	Hold	936	–	–	0.2%	70
2023 Q2	$309K	Hold	936	–	–	0.2%	72
2023 Q1	$311K	Hold	936	–	–	0.2%	70
2022 Q4	$310K	Hold	936	–	–	0.21%	65
2022 Q3	$269K	Hold	936	–	–	0.19%	68
2022 Q2	$288K	Hold	936	–	–	0.2%	72
2022 Q1	$325K	Sell	936 -447	-32%	-$155K	0.2%	72
2021 Q4	$502K	Sell	1,383 -40	-3%	-$14.2K	0.29%	48
2021 Q3	$481K	Sell	1,423 -45	-3%	-$15.7K	0.29%	46
2021 Q2	$506K	Hold	1,468	–	–	0.3%	47
2021 Q1	$485K	Buy	1,468 +60	+4%	+$18.9K	0.3%	45
2020 Q4	$431K	Sell	1,408 -295	-17%	-$85.9K	0.29%	43
2020 Q3	$473K	Sell	1,703 -380	-18%	-$104K	0.34%	41
2020 Q2	$537K	Hold	2,083	–	–	0.4%	35
2020 Q1	$457K	Buy	2,083 +50	+2%	+$13.3K	0.4%	36
2019 Q4	$580K	Buy	2,033 +170	+9%	+$46.8K	0.4%	38
2019 Q3	$501K	Hold	1,863	–	–	0.37%	39
2019 Q2	$495K	Sell	1,863 -189	-9%	-$49.3K	0.37%	38
2019 Q1	$532K	Buy	2,052 +300	+17%	+$75.5K	0.4%	38
2018 Q4	$409K	Buy	1,752 +342	+24%	+$85.3K	0.34%	43
2018 Q3	$373K	Buy	1,410 +725	+106%	+$186K	0.28%	53
2018 Q2	$166K	Buy	685 +132	+24%	+$32.4K	0.13%	90
2018 Q1	$133K	Hold	553	–	–	0.11%	94
2017 Q4	$137K	Hold	553	–	–	0.11%	89
2017 Q3	$124K	Hold	553	–	–	0.1%	89
2017 Q2	$118K	Buy	553 +70	+14%	+$14.7K	0.12%	50
2017 Q1	$100K	Buy	483 +12	+3%	+$2.45K	0.09%	97
2016 Q4	$93K	Buy	+471	New	+$88.8K	0.09%	101

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AllSquare Wealth Management's DIA Position: Q3 2025 in Review

AllSquare Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.4% in Q3 2025, selling an estimated $13.5K and leaving 856 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #68.

AllSquare Wealth Management first reported a position in DIA in Q4 2016 and has held it in 36 quarters since. The position peaked at $580K in Q4 2019. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

AllSquare Wealth Management held 856 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $397K as of Q3 2025.
AllSquare Wealth Management sold 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $13.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of AllSquare Wealth Management's portfolio in Q3 2025, its #68 holding.
AllSquare Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 36 quarters since.
AllSquare Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $580K in Q4 2019.
1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.