Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BFO
Biltmore Family Office’s
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
Stock Holding History
Biltmore Family Office’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
$279K
Hold
600
–
–
0.04%
212
2025
Q4
$289K
Hold
600
–
–
0.04%
197
2025
Q3
$279K
Hold
600
–
–
0.04%
187
2025
Q2
$265K
Hold
600
–
–
0.04%
180
2025
Q1
$252K
Hold
600
–
–
0.04%
183
2024
Q4
$256K
Hold
600
–
–
0.04%
183
2024
Q3
$255K
Hold
600
–
–
0.04%
184
2024
Q2
$235K
Hold
600
–
–
0.04%
173
2024
Q1
$239K
Hold
600
–
–
0.05%
171
2023
Q4
$227K
Hold
600
–
–
0.05%
178
2023
Q3
$202K
Hold
600
–
–
0.05%
179
2023
Q2
$207K
Hold
600
–
–
0.04%
175
2023
Q1
$200K
Buy
+600
New
+$199K
0.04%
219
2022
Q2
–
Sell
-600
Closed
-$209K
–
214
2022
Q1
$209K
Hold
600
–
–
0.04%
168
2021
Q4
$218K
Buy
+600
New
+$213K
0.04%
186
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
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close