Apexium Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Apexium Financial’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	$2.38M	Sell	5,139 -30	-0.6%	-$13.5K	0.12%	84
2025 Q2	$2.28M	Sell	5,169 -10	-0.2%	-$4.15K	0.12%	84
2025 Q1	$2.17M	Buy	5,179 +40	+0.8%	+$17.3K	0.13%	78
2024 Q4	$2.19M	Hold	5,139	–	–	0.13%	71
2024 Q3	$2.17M	Hold	5,139	–	–	0.14%	61
2024 Q2	$2.01M	Hold	5,139	–	–	0.14%	63
2024 Q1	$2.04M	Sell	5,139 -1,012	-16%	-$390K	0.16%	59
2023 Q4	$2.32M	Buy	6,151 +1,012	+20%	+$354K	0.17%	66
2023 Q3	$1.72M	Hold	5,139	–	–	0.17%	58
2023 Q2	$1.77M	Sell	5,139 -780	-13%	-$263K	0.16%	58
2023 Q1	$1.97M	Buy	5,919 +780	+15%	+$259K	0.19%	53
2022 Q4	$1.7M	Hold	5,139	–	–	0.18%	60
2022 Q3	$1.48M	Buy	5,139 +108	+2%	+$34.3K	0.18%	60
2022 Q2	$1.55M	Hold	5,031	–	–	0.89%	26
2022 Q1	$1.83M	Hold	5,031	–	–	0.96%	21
2021 Q4	$1.83M	Hold	5,031	–	–	0.94%	22
2021 Q3	$1.7M	Hold	5,031	–	–	0.98%	21
2021 Q2	$1.74M	Hold	5,031	–	–	1.08%	21
2021 Q1	$1.66M	Hold	5,031	–	–	1.22%	22
2020 Q4	$1.54M	Hold	5,031	–	–	1.22%	19
2020 Q3	$1.4M	Buy	5,031 +1,876	+59%	+$512K	1.13%	19
2020 Q2	$814K	Hold	3,155	–	–	0.74%	29
2020 Q1	$692K	Hold	3,155	–	–	0.92%	22
2019 Q4	$899K	Buy	+3,155	New	+$869K	1.16%	22
2018 Q4	$736K	Buy	+3,156	New	+$788K	7.06%	6

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

Apexium Financial's DIA Position: Q3 2025 in Review

Apexium Financial reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.58% in Q3 2025, selling an estimated $13.5K and leaving 5,139 shares worth $2.38M. The position accounts for 0.12% of the portfolio, ranked #84.

Apexium Financial first reported a position in DIA in Q4 2018 and has held it in 25 quarters since. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Apexium Financial held 5,139 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.38M as of Q3 2025.
Apexium Financial 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 0.12% of Apexium Financial's portfolio in Q3 2025, its #84 holding.
Apexium Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 25 quarters since.
1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.