Avantax Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Avantax Advisory Services’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	$24.8M	Buy	56,270 +4,465	+9%	+$1.85M	0.14%	113
2025 Q1	$21.8M	Buy	51,805 +1,374	+3%	+$594K	0.13%	124
2024 Q4	$21.5M	Buy	50,431 +1,504	+3%	+$651K	0.13%	114
2024 Q3	$20.7M	Buy	48,927 +1,585	+3%	+$644K	0.14%	115
2024 Q2	$18.5M	Buy	47,342 +1,338	+3%	+$519K	0.13%	116
2024 Q1	$18.3M	Buy	46,004 +1,037	+2%	+$400K	0.16%	100
2023 Q4	$16.9M	Sell	44,967 -103	-0.2%	-$36K	0.17%	102
2023 Q3	$15.1M	Buy	45,070 +8,721	+24%	+$3.02M	0.17%	102
2023 Q2	$12.5M	Buy	36,349 +503	+1%	+$169K	0.14%	118
2023 Q1	$11.9M	Buy	35,846 +1,842	+5%	+$612K	0.15%	115
2022 Q4	$11.3M	Buy	34,004 +915	+3%	+$297K	0.15%	118
2022 Q3	$9.51M	Buy	33,089 +412	+1%	+$131K	0.15%	112
2022 Q2	$10.1M	Sell	32,677 -8,575	-21%	-$2.8M	0.15%	103
2022 Q1	$14.3M	Buy	41,252 +11,145	+37%	+$3.87M	0.2%	81
2021 Q4	$10.9M	Buy	30,107 +268	+0.9%	+$95.2K	0.16%	99
2021 Q3	$10.1M	Buy	29,839 +1,775	+6%	+$620K	0.17%	97
2021 Q2	$9.68M	Buy	28,064 +366	+1%	+$125K	0.18%	95
2021 Q1	$9.15M	Buy	27,698 +1,654	+6%	+$522K	0.2%	90
2020 Q4	$7.96M	Sell	26,044 -21,237	-45%	-$6.18M	0.19%	90
2020 Q3	$13.1M	Buy	47,281 +22,991	+95%	+$6.28M	0.21%	83
2020 Q2	$6.27M	Buy	24,290 +121	+0.5%	+$29.8K	0.18%	89
2020 Q1	$5.3M	Buy	24,169 +3,640	+18%	+$967K	0.16%	96
2019 Q4	$5.86M	Buy	20,529 +15,539	+311%	+$4.28M	0.14%	101
2019 Q3	$1.34M	Buy	4,990 +305	+7%	+$81.4K	0.05%	173
2019 Q2	$1.25M	Buy	4,685 +2,363	+102%	+$617K	0.05%	163
2019 Q1	$602K	Sell	2,322 -1,669	-42%	-$420K	0.03%	249
2018 Q4	$933K	Buy	+3,991	New	+$996K	0.16%	137

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 40.91% 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

Avantax Advisory Services's DIA Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.6% in Q2 2025, buying an estimated $1.85M and bringing the position to 56,270 shares worth $24.8M. The position accounts for 0.14% of the portfolio, ranked #113.

Avantax Advisory Services first reported a position in DIA in Q4 2018 and has held it in 27 quarters since. 1,278 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Avantax Advisory Services held 56,270 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $24.8M as of Q2 2025.
Avantax Advisory Services bought 4,465 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $1.85M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of Avantax Advisory Services's portfolio in Q2 2025, its #113 holding.
Avantax Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 27 quarters since.
1,278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.