Bordeaux Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bordeaux Wealth 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
2025 Q2	$501K	Sell	1,137 -238	-17%	-$98.8K	0.06%	88
2025 Q1	$577K	Hold	1,375	–	–	0.11%	78
2024 Q4	$585K	Hold	1,375	–	–	0.09%	78
2024 Q3	$582K	Hold	1,375	–	–	0.11%	80
2024 Q2	$538K	Hold	1,375	–	–	0.1%	78
2024 Q1	$547K	Buy	+1,375	New	+$530K	0.18%	56

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

Bordeaux Wealth Advisors's DIA Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 17% in Q2 2025, selling an estimated $98.8K and leaving 1,137 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #88.

Bordeaux Wealth Advisors first reported a position in DIA in Q1 2024 and has held it in 6 quarters since. The position peaked at $585K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Bordeaux Wealth Advisors held 1,137 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $501K as of Q2 2025.
Bordeaux Wealth Advisors sold 238 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $98.8K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #88 holding.
Bordeaux Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 6 quarters since.
Bordeaux Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $585K in Q4 2024.
1,276 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.