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

Callan Capital’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 		$246K Sell
587
-478
-45% -$207K 0.02% 316
2024
Q4 		$453K Buy
1,065
+490
+85% +$212K 0.03% 192
2024
Q3 		$243K Sell
575
-95
-14% -$38.6K 0.02% 299
2024
Q2 		$262K Sell
670
-536
-44% -$208K 0.02% 253
2024
Q1 		$480K Buy
1,206
+610
+102% +$235K 0.04% 146
2023
Q4 		$225K Sell
596
-79
-12% -$27.6K 0.02% 203
2023
Q3 		$226K Buy
+675
New +$234K 0.02% 181

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

Callan Capital's DIA Position: Q1 2025 in Review

Callan Capital reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 45% in Q1 2025, selling an estimated $207K and leaving 587 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #316.

Callan Capital first reported a position in DIA in Q3 2023 and has held it in 7 quarters since. The position peaked at $480K in Q1 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Callan Capital held 587 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $246K as of Q1 2025.
  • Callan Capital sold 478 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $207K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Callan Capital's portfolio in Q1 2025, its #316 holding.
  • Callan Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 7 quarters since.
  • Callan Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $480K in Q1 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 Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.