CBIZ Investment Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CBIZ Investment Advisory Services’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	-942	Closed	-$402K	–	625
2024 Q4	$402K	Hold	942	–	–	0.02%	36
2024 Q3	$400K	Hold	942	–	–	0.02%	33
2024 Q2	$369K	Hold	942	–	–	0.02%	36
2024 Q1	$376K	Hold	942	–	–	0.03%	35
2023 Q4	$356K	Hold	942	–	–	0.03%	33
2023 Q3	$316K	Hold	942	–	–	0.03%	26
2023 Q2	$325K	Hold	942	–	–	0.03%	26
2023 Q1	$314K	Buy	+942	New	+$313K	0.03%	28
2022 Q4	–	Sell	-942	Closed	-$271K	–	29
2022 Q3	$271K	Hold	942	–	–	0.27%	23
2022 Q2	$291K	Hold	942	–	–	0.03%	30
2022 Q1	$327K	Hold	942	–	–	0.03%	18
2021 Q4	$343K	Buy	+942	New	+$335K	0.03%	32
2021 Q3	–	Hold	0	–	–	–	34
2021 Q2	–	Hold	0	–	–	–	35
2021 Q1	–	Hold	0	–	–	–	33
2020 Q4	–	Hold	0	–	–	–	27
2020 Q3	–	Hold	0	–	–	–	28
2020 Q2	–	Hold	0	–	–	–	31
2020 Q1	–	Hold	0	–	–	–	34
2019 Q4	–	Hold	0	–	–	–	42

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

CBIZ Investment Advisory Services's DIA Position: Q1 2025 in Review

CBIZ Investment Advisory Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 942 shares — an estimated $402K sold.

CBIZ Investment Advisory Services first reported a position in DIA in Q4 2021 and held it in 12 quarters. The position peaked at $402K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

CBIZ Investment Advisory Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
CBIZ Investment Advisory Services sold 942 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $402K.
CBIZ Investment Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 12 quarters.
CBIZ Investment Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $402K 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 CBIZ Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.