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American Investment Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

American Investment Services’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
-1,823
Closed -$765K – 140
2025
Q1 		$765K Sell
1,823
-1
-0.1% -$432 0.13% 94
2024
Q4 		$776K Sell
1,824
-164
-8% -$71K 0.14% 90
2024
Q3 		$841K Buy
1,988
+5
+0.3% +$2.03K 0.14% 90
2024
Q2 		$776K Buy
1,983
+8
+0.4% +$3.11K 0.14% 89
2024
Q1 		$786K Buy
1,975
+8
+0.4% +$3.08K 0.14% 86
2023
Q4 		$741K Buy
1,967
+9
+0.5% +$3.15K 0.14% 89
2023
Q3 		$656K Buy
1,958
+8
+0.4% +$2.77K 0.14% 86
2023
Q2 		$671K Sell
1,950
-173
-8% -$58.2K 0.14% 88
2023
Q1 		$703K Hold
2,123
– – 0.14% 87
2022
Q4 		$703K Buy
2,123
+10
+0.5% +$3.25K 0.14% 87
2022
Q3 		$607K Buy
2,113
+8
+0.4% +$2.54K 0.14% 78
2022
Q2 		$648K Buy
2,105
+9
+0.4% +$2.94K 0.15% 76
2022
Q1 		$727K Buy
2,096
+8
+0.4% +$2.77K 0.16% 72
2021
Q4 		$759K Buy
2,088
+7
+0.3% +$2.49K 0.17% 74
2021
Q3 		$704K Buy
2,081
+7
+0.3% +$2.44K 0.16% 74
2021
Q2 		$715K Buy
2,074
+8
+0.4% +$2.73K 0.16% 74
2021
Q1 		$682K Buy
2,066
+1,036
+101% +$327K 0.18% 70
2020
Q4 		$315K Buy
+1,030
New +$300K 0.1% 107
2020
Q1 		– Sell
-4,630
Closed -$1.32M – 136
2019
Q4 		$1.32M Hold
4,630
– – 0.4% 38
2019
Q3 		$1.25M Hold
4,630
– – 0.39% 40
2019
Q2 		$1.23M Buy
+4,630
New +$1.21M 0.39% 38

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

American Investment Services's DIA Position: Q2 2025 in Review

American Investment Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 1,823 shares — an estimated $765K sold.

American Investment Services first reported a position in DIA in Q2 2019 and held it in 21 quarters. The position peaked at $1.32M in Q4 2019. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

  • American Investment Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
  • American Investment Services sold 1,823 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $765K.
  • American Investment Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and held it in 21 quarters.
  • American Investment Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.32M in Q4 2019.
  • 1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on American Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.