Bleakley Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bleakley Financial Group’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	-3,530	Closed	-$1.5M	–	628
2024 Q4	$1.5M	Buy	3,530 +1,248	+55%	+$540K	0.05%	316
2024 Q3	$965K	Sell	2,282 -27	-1%	-$11K	0.03%	413
2024 Q2	$903K	Sell	2,309 -1,313	-36%	-$510K	0.03%	443
2024 Q1	$1.44M	Buy	3,622 +1,481	+69%	+$571K	0.04%	351
2023 Q4	$807K	Sell	2,141 -4	-0.2%	-$1.4K	0.03%	455
2023 Q3	$718K	Sell	2,145 -73	-3%	-$25.3K	0.03%	456
2023 Q2	$763K	Hold	2,218	–	–	0.02%	474
2023 Q1	$738K	Sell	2,218 -322	-13%	-$107K	0.02%	468
2022 Q4	$842K	Buy	+2,540	New	+$826K	0.03%	412

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bleakley Financial Group's DIA Position: Q1 2025 in Review

Bleakley Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 3,530 shares — an estimated $1.5M sold.

Bleakley Financial Group first reported a position in DIA in Q4 2022 and held it in 9 quarters. The position peaked at $1.5M in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Bleakley Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 3,530 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $1.5M.
Bleakley Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.5M in Q4 2024.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.