Arete Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,120
| Closed | -$1.45M | – | 457 |
|
|
2025
Q3 | $1.45M | Sell |
3,120
-10
| -0.3% | -$4.51K | 0.09% | 209 |
|
|
2025
Q2 | $1.38M | Sell |
3,130
-583
| -16% | -$242K | 0.1% | 207 |
|
|
2025
Q1 | $1.56M | Sell |
3,713
-17,421
| -82% | -$7.53M | 0.12% | 178 |
|
|
2024
Q4 | $8.99M | Buy |
21,134
+4,725
| +29% | +$2.05M | 0.65% | 32 |
|
|
2024
Q3 | $6.94M | Sell |
16,409
-3,553
| -18% | -$1.44M | 0.6% | 33 |
|
|
2024
Q2 | $7.81M | Sell |
19,962
-306
| -2% | -$119K | 0.64% | 28 |
|
|
2024
Q1 | $8.06M | Sell |
20,268
-314
| -2% | -$121K | 0.75% | 25 |
|
|
2023
Q4 | $7.76M | Buy |
20,582
+595
| +3% | +$208K | 0.59% | 28 |
|
|
2023
Q3 | $6.69M | Sell |
19,987
-1,877
| -9% | -$651K | 1.16% | 13 |
|
|
2023
Q2 | $7.52M | Buy |
21,864
+159
| +0.7% | +$53.5K | 0.66% | 27 |
|
|
2023
Q1 | $7.22M | Sell |
21,705
-318
| -1% | -$106K | 0.59% | 32 |
|
|
2022
Q4 | $7.3M | Buy |
22,023
+2,057
| +10% | +$669K | 0.64% | 27 |
|
|
2022
Q3 | $5.74M | Buy |
19,966
+488
| +3% | +$155K | 0.56% | 35 |
|
|
2022
Q2 | $6M | Sell |
19,478
-1,425
| -7% | -$466K | 0.61% | 45 |
|
|
2022
Q1 | $7.25M | Buy |
20,903
+1,356
| +7% | +$470K | 0.61% | 41 |
|
|
2021
Q4 | $7.11M | Buy |
19,547
+283
| +1% | +$101K | 0.61% | 41 |
|
|
2021
Q3 | $6.52M | Buy |
19,264
+218
| +1% | +$76.1K | 0.72% | 31 |
|
|
2021
Q2 | $552K | Buy |
19,046
+2,044
| +12% | +$698K | 0.08% | 192 |
|
|
2021
Q1 | $5.61M | Buy |
17,002
+841
| +5% | +$265K | 0.72% | 33 |
|
|
2020
Q4 | $4.87M | Sell |
16,161
-10
| -0.1% | -$2.91K | 0.69% | 34 |
|
|
2020
Q3 | $4.48M | Sell |
16,171
-515
| -3% | -$141K | 0.67% | 29 |
|
|
2020
Q2 | $4.3M | Buy |
16,686
+85
| +0.5% | +$20.9K | 0.75% | 25 |
|
|
2020
Q1 | $3.64M | Buy |
16,601
+2,838
| +21% | +$754K | 0.72% | 26 |
|
|
2019
Q4 | $3.92M | Buy |
13,763
+607
| +5% | +$167K | 0.68% | 28 |
|
|
2019
Q3 | $3.54M | Buy |
13,156
+695
| +6% | +$185K | 0.68% | 28 |
|
|
2019
Q2 | $3.31M | Sell |
12,461
-377
| -3% | -$98.4K | 0.64% | 32 |
|
|
2019
Q1 | $3.33M | Buy |
12,838
+209
| +2% | +$52.6K | 0.69% | 30 |
|
|
2018
Q4 | $2.94M | Buy |
12,629
+3,076
| +32% | +$768K | 0.72% | 30 |
|
|
2018
Q3 | $2.53M | Buy |
9,553
+372
| +4% | +$95.2K | 0.56% | 49 |
|
|
2018
Q2 | $2.23M | Sell |
9,181
-891
| -9% | -$219K | 0.53% | 48 |
|
|
2018
Q1 | $2.43M | Buy |
10,072
+4,137
| +70% | +$1.04M | 0.81% | 27 |
|
|
2017
Q4 | $1.47M | Buy |
5,935
+456
| +8% | +$108K | 0.48% | 44 |
|
|
2017
Q3 | $1.23M | Buy |
5,479
+2,076
| +61% | +$454K | 0.49% | 58 |
|
|
2017
Q2 | $726K | Buy |
3,403
+980
| +40% | +$206K | 0.33% | 85 |
|
|
2017
Q1 | $500K | Buy |
+2,423
| New | +$494K | 0.22% | 106 |
|
Other funds holding DIA
Arete Wealth Advisors's DIA Position: Q4 2025 in Review
Arete Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 3,120 shares — an estimated $1.45M sold.
Arete Wealth Advisors first reported a position in DIA in Q1 2017 and held it in 35 quarters. The position peaked at $8.99M in Q4 2024. 1,386 funds tracked by Wall St. Rank hold DIA as of Q4 2025.
- Arete Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
- Arete Wealth Advisors sold 3,120 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $1.45M.
- Arete Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and held it in 35 quarters.
- Arete Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.99M in Q4 2024.
- 1,386 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.
Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.