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

Aurora Private Wealth’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
-473
Closed -$201K – 156
2024
Q4 		$201K Buy
+473
New +$205K 0.15% 147
2024
Q1 		– Sell
-611
Closed -$230K – 159
2023
Q4 		$230K Sell
611
-12
-2% -$4.19K 0.22% 130
2023
Q3 		$209K Sell
623
-5
-0.8% -$1.73K 0.23% 120
2023
Q2 		$216K Sell
628
-398
-39% -$134K 0.25% 118
2023
Q1 		$341K Sell
1,026
-42
-4% -$14K 0.36% 79
2022
Q4 		$354K Sell
1,068
-188
-15% -$61.1K 0.4% 74
2022
Q3 		$361K Sell
1,256
-493
-28% -$157K 0.17% 96
2022
Q2 		$538K Sell
1,749
-34
-2% -$11.1K 0.24% 72
2022
Q1 		$619K Sell
1,783
-93
-5% -$32.3K 0.25% 70
2021
Q4 		$682K Sell
1,876
-529
-22% -$188K 0.3% 63
2021
Q3 		$814K Buy
2,405
+25
+1% +$8.73K 0.33% 63
2021
Q2 		$821K Buy
2,380
+150
+7% +$51.2K 0.33% 67
2021
Q1 		$736K Buy
2,230
+452
+25% +$143K 0.31% 69
2020
Q4 		$544K Buy
1,778
+64
+4% +$18.6K 0.23% 97
2020
Q3 		$476K Buy
1,714
+4
+0.2% +$1.09K 0.2% 93
2020
Q2 		$441K Sell
1,710
-1,716
-50% -$422K 0.2% 90
2020
Q1 		$751K Buy
3,426
+1,530
+81% +$406K 0.26% 85
2019
Q4 		$540K Buy
+1,896
New +$522K 0.19% 91

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aurora Private Wealth's DIA Position: Q1 2025 in Review

Aurora Private Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 473 shares — an estimated $201K sold.

Aurora Private Wealth first reported a position in DIA in Q4 2019 and held it in 18 quarters. The position peaked at $821K in Q2 2021. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Aurora Private Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Aurora Private Wealth sold 473 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $201K.
  • Aurora Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 18 quarters.
  • Aurora Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $821K in Q2 2021.
  • 1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Aurora Private Wealth's 13F filing for Q1 2025, filed 23 Apr 2025.