Atria Wealth Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Atria Wealth Solutions’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	$11.1M	Sell	25,074 -9,276	-27%	-$3.85M	0.25%	88
2025 Q1	$14.4M	Sell	34,350 -18,177	-35%	-$7.86M	0.17%	129
2024 Q4	$22.4M	Buy	52,527 +19,702	+60%	+$8.53M	0.24%	86
2024 Q3	$13.9M	Sell	32,825 -2,957	-8%	-$1.2M	0.15%	140
2024 Q2	$14M	Sell	35,782 -1,741	-5%	-$676K	0.15%	139
2024 Q1	$15M	Buy	37,523 +8,996	+32%	+$3.47M	0.17%	130
2023 Q4	$10.8M	Sell	28,527 -4,178	-13%	-$1.46M	0.13%	159
2023 Q3	$11M	Sell	32,705 -608	-2%	-$211K	0.15%	142
2023 Q2	$11.5M	Sell	33,313 -17,477	-34%	-$5.88M	0.16%	136
2023 Q1	$16.9M	Buy	50,790 +14,008	+38%	+$4.65M	0.25%	87
2022 Q4	$12.2M	Buy	36,782 +5,046	+16%	+$1.64M	0.2%	116
2022 Q3	$9.13M	Sell	31,736 -269	-0.8%	-$85.5K	0.16%	140
2022 Q2	$9.87M	Buy	32,005 +5,214	+19%	+$1.71M	0.19%	124
2022 Q1	$9.3M	Buy	+26,791	New	+$9.29M	0.15%	135

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Atria Wealth Solutions's DIA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 27% in Q2 2025, selling an estimated $3.85M and leaving 25,074 shares worth $11.1M. The position accounts for 0.25% of the portfolio, ranked #88.

Atria Wealth Solutions first reported a position in DIA in Q1 2022 and has held it in 14 quarters since. The position peaked at $22.4M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Atria Wealth Solutions held 25,074 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $11.1M as of Q2 2025.
Atria Wealth Solutions sold 9,276 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $3.85M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of Atria Wealth Solutions's portfolio in Q2 2025, its #88 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $22.4M in Q4 2024.
1,278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.