Americana Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Americana Partners’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 Q1	–	Sell	-702	Closed	-$299K	–	381
2024 Q4	$299K	Hold	702	–	–	0.01%	338
2024 Q3	$297K	Hold	702	–	–	0.02%	316
2024 Q2	$275K	Sell	702 -127	-15%	-$49.3K	0.02%	301
2024 Q1	$330K	Buy	+829	New	+$319K	0.03%	275
2020 Q1	–	Sell	-500	Closed	-$142K	–	205
2019 Q4	$142K	Buy	+500	New	+$138K	0.08%	122

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Americana Partners's DIA Position: Q1 2025 in Review

Americana Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 702 shares — an estimated $299K sold.

Americana Partners first reported a position in DIA in Q4 2019 and held it in 5 quarters. The position peaked at $330K in Q1 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Americana Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Americana Partners sold 702 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $299K.
Americana Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 5 quarters.
Americana Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $330K in Q1 2024.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Americana Partners's 13F filing for Q1 2025, filed 12 May 2025.