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Alpha Cubed Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Alpha Cubed Investments’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
Q4 		$531K Sell
1,104
-18
-2% -$8.52K 0.02% 175
2025
Q3 		$520K Sell
1,122
-125
-10% -$56.3K 0.02% 175
2025
Q2 		$549K Sell
1,247
-16
-1% -$6.64K 0.02% 173
2025
Q1 		$530K Sell
1,263
-9
-0.7% -$3.89K 0.02% 169
2024
Q4 		$541K Buy
1,272
+632
+99% +$274K 0.02% 145
2024
Q3 		$271K Sell
640
-23
-3% -$9.34K 0.01% 212
2024
Q2 		$259K Hold
663
– – 0.01% 228
2024
Q1 		$264K Sell
663
-645
-49% -$248K 0.01% 225
2023
Q4 		$493K Buy
1,308
+129
+11% +$45.1K 0.03% 153
2023
Q3 		$395K Buy
1,179
+21
+2% +$7.28K 0.03% 157
2023
Q2 		$398K Buy
1,158
+35
+3% +$11.8K 0.03% 165
2023
Q1 		$374K Sell
1,123
-449
-29% -$149K 0.03% 174
2022
Q4 		$521K Buy
1,572
+399
+34% +$130K 0.04% 162
2022
Q3 		$337K Sell
1,173
-295
-20% -$93.8K 0.03% 186
2022
Q2 		$452K Buy
1,468
+419
+40% +$137K 0.03% 179
2022
Q1 		$364K Sell
1,049
-30
-3% -$10.4K 0.02% 229
2021
Q4 		$392K Buy
1,079
+354
+49% +$126K 0.03% 197
2021
Q3 		$245K Sell
725
-100
-12% -$34.9K 0.02% 224
2021
Q2 		$285K Sell
825
-23
-3% -$7.85K 0.02% 216
2021
Q1 		$280K Sell
848
-346
-29% -$109K 0.02% 214
2020
Q4 		$365K Buy
1,194
+451
+61% +$131K 0.03% 181
2020
Q3 		$206K Hold
743
– – 0.02% 207
2020
Q2 		$192K Sell
743
-542
-42% -$133K 0.02% 199
2020
Q1 		$282K Sell
1,285
-170
-12% -$45.2K 0.03% 166
2019
Q4 		$415K Sell
1,455
-200
-12% -$55.1K 0.04% 161
2019
Q3 		$445K Sell
1,655
-53
-3% -$14.1K 0.05% 145
2019
Q2 		$454K Buy
1,708
+220
+15% +$57.4K 0.05% 143
2019
Q1 		$386K Buy
1,488
+50
+3% +$12.6K 0.05% 152
2018
Q4 		$335K Hold
1,438
– – 0.05% 144
2018
Q3 		$366K Buy
+1,438
New +$368K 0.04% 201

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Alpha Cubed Investments's DIA Position: Q4 2025 in Review

Alpha Cubed Investments reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q4 2025, selling an estimated $8.52K and leaving 1,104 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #175.

Alpha Cubed Investments first reported a position in DIA in Q3 2018 and has held it in 30 quarters since. The position peaked at $549K in Q2 2025. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

  • Alpha Cubed Investments held 1,104 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $531K as of Q4 2025.
  • Alpha Cubed Investments sold 18 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $8.52K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #175 holding.
  • Alpha Cubed Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 30 quarters since.
  • Alpha Cubed Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $549K in Q2 2025.
  • 1,385 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.