Beck Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Beck Capital Management’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	-585	Closed	-$246K	–	122
2025 Q1	$246K	Sell	585 -6	-1%	-$2.6K	0.07%	107
2024 Q4	$251K	Buy	591 +132	+29%	+$57.1K	0.07%	106
2024 Q3	$194K	Buy	+459	New	+$186K	0.05%	117
2018 Q1	–	Sell	-8,202	Closed	-$2.03M	–	116
2017 Q4	$2.03M	Buy	8,202 +110	+1%	+$26.1K	0.89%	43
2017 Q3	$1.81M	Buy	8,092 +306	+4%	+$67K	0.86%	41
2017 Q2	$1.67M	Sell	7,786 -32	-0.4%	-$6.71K	0.85%	35
2017 Q1	$1.61M	Buy	7,818 +683	+10%	+$139K	0.85%	42
2016 Q4	$1.41M	Buy	+7,135	New	+$1.35M	0.79%	51
2016 Q1	–	Sell	-590	Closed	-$103K	–	102
2015 Q4	$103K	Buy	+590	New	+$103K	0.06%	146
2014 Q3	–	Sell	-1,745	Closed	-$293K	–	150
2014 Q2	$293K	Buy	+1,745	New	+$289K	0.19%	119
2014 Q1	–	Sell	-1,690	Closed	-$265K	–	147
2013 Q4	$265K	Buy	+1,690	New	+$266K	0.21%	116

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

Beck Capital Management's DIA Position: Q2 2025 in Review

Beck Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 585 shares — an estimated $246K sold.

Beck Capital Management first reported a position in DIA in Q4 2013 and held it in 11 quarters. The position peaked at $2.03M in Q4 2017. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Beck Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
Beck Capital Management sold 585 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $246K.
Beck Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and held it in 11 quarters.
Beck Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.03M in Q4 2017.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Beck Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.