Bank Julius Baer & Co
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Bank Julius Baer & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bank Julius Baer & Co’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
-107
Closed -$50.2K – 628
2024
Q4 		$50.2K Buy
107
+8
+8% +$3.46K ﹤0.01% 547
2024
Q3 		$49.9K Sell
99
-7
-7% -$2.84K ﹤0.01% 470
2024
Q2 		$46.2K Sell
106
-409
-79% -$159K ﹤0.01% 446
2024
Q1 		$205K Hold
515
– – ﹤0.01% 396
2023
Q4 		$194K Sell
515
-7
-1% -$2.45K ﹤0.01% 406
2023
Q3 		$175K Buy
522
+18
+4% +$6.24K ﹤0.01% 394
2023
Q2 		$173K Sell
504
-245
-33% -$82.5K ﹤0.01% 420
2023
Q1 		$249K Buy
749
+234
+45% +$77.8K ﹤0.01% 417
2022
Q4 		$171K Buy
515
+5
+1% +$1.63K ﹤0.01% 436
2022
Q3 		$146K Sell
510
-6
-1% -$1.91K ﹤0.01% 427
2022
Q2 		$159K Sell
516
-2
-0.4% -$654 ﹤0.01% 436
2022
Q1 		$180K Sell
518
-797
-61% -$276K ﹤0.01% 422
2021
Q4 		$478K Sell
1,315
-21
-2% -$7.46K ﹤0.01% 427
2021
Q3 		$452K Sell
1,336
-1,192
-47% -$416K ﹤0.01% 443
2021
Q2 		$872K Sell
2,528
-450
-15% -$154K 0.01% 369
2021
Q1 		$983K Buy
2,978
+417
+16% +$132K 0.01% 348
2020
Q4 		$783K Buy
2,561
+15
+0.6% +$4.37K 0.01% 384
2020
Q3 		$707K Buy
2,546
+832
+49% +$227K 0.01% 337
2020
Q2 		$442K Sell
1,714
-30
-2% -$7.38K 0.01% 375
2020
Q1 		$362K Buy
+1,744
New +$463K 0.01% 352

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

Bank Julius Baer & Co's DIA Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 107 shares — an estimated $50.2K sold.

Bank Julius Baer & Co first reported a position in DIA in Q1 2020 and held it in 20 quarters. The position peaked at $983K in Q1 2021. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 107 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $50.2K.
  • Bank Julius Baer & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and held it in 20 quarters.
  • Bank Julius Baer & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $983K in Q1 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 Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.