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

Carolinas Wealth Consulting’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	-1,188	Closed	-$499K	–	231
2025 Q1	$499K	Buy	1,188 +78	+7%	+$33.7K	0.11%	102
2024 Q4	$474K	Hold	1,110	–	–	0.09%	108
2024 Q3	$471K	Hold	1,110	–	–	0.09%	115
2024 Q2	$434K	Buy	1,110 +330	+42%	+$128K	0.08%	112
2024 Q1	$310K	Buy	+780	New	+$300K	0.06%	133

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

Carolinas Wealth Consulting's DIA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 1,188 shares — an estimated $499K sold.

Carolinas Wealth Consulting first reported a position in DIA in Q1 2024 and held it in 5 quarters. The position peaked at $499K in Q1 2025. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,188 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $499K.
Carolinas Wealth Consulting first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $499K in Q1 2025.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.