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

Austin 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 Q2	–	Sell	-546	Closed	-$229K	–	311
2025 Q1	$229K	Buy	546 +6	+1%	+$2.6K	0.02%	265
2024 Q4	$230K	Buy	+540	New	+$234K	0.02%	251
2023 Q3	–	Sell	-4,747	Closed	-$1.63M	–	199
2023 Q2	$1.63M	Buy	+4,747	New	+$1.6M	0.24%	42

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Austin Private Wealth's DIA Position: Q2 2025 in Review

Austin Private Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 546 shares — an estimated $229K sold.

Austin Private Wealth first reported a position in DIA in Q2 2023 and held it in 3 quarters. The position peaked at $1.63M in Q2 2023. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Austin Private Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
Austin Private Wealth sold 546 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $229K.
Austin Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and held it in 3 quarters.
Austin Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.63M in Q2 2023.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Austin Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.