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
2020 Q3	–	Sell	-1,900	Closed	-$8K	–	235
2020 Q2	$8K	Buy	+1,900	New	+$467K	﹤0.01%	220

Other funds holding DIA

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 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. 1,382 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.
1,382 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.