Baltimore-Washington Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Baltimore-Washington Financial Advisors’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
2026 Q1	$247K	Hold	533	–	–	0.01%	169
2025 Q4	$256K	Sell	533 -23	-4%	-$10.9K	0.01%	167
2025 Q3	$258K	Hold	556	–	–	0.01%	155
2025 Q2	$245K	Sell	556 -1,359	-71%	-$564K	0.01%	151
2025 Q1	$804K	Buy	+1,915	New	+$828K	0.04%	92
2014 Q3	–	Sell	-50	Closed	-$8K	–	296
2014 Q2	$8K	Hold	50	–	–	﹤0.01%	242
2014 Q1	$8K	Hold	50	–	–	﹤0.01%	206
2013 Q4	$8K	Hold	50	–	–	﹤0.01%	241
2013 Q3	$8K	Hold	50	–	–	﹤0.01%	186
2013 Q2	$7K	Buy	+50	New	+$7.47K	﹤0.01%	159

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return