CFO4Life Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CFO4Life 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	-519	Closed	-$221K	–	225
2024 Q4	$221K	Buy	519 +1	+0.2%	+$433	0.04%	192
2024 Q3	$219K	Buy	+518	New	+$210K	0.04%	193
2018 Q4	–	Sell	-1,326	Closed	-$351K	–	127
2018 Q3	$351K	Buy	1,326 +6	+0.5%	+$1.54K	0.16%	92
2018 Q2	$320K	Sell	1,320 -1,209	-48%	-$297K	0.13%	95
2018 Q1	$611K	Buy	2,529 +13	+0.5%	+$3.27K	0.52%	28
2017 Q4	$622K	Buy	2,516 +13	+0.5%	+$3.08K	0.49%	34
2017 Q3	$560K	Buy	2,503 +13	+0.5%	+$2.85K	0.45%	44
2017 Q2	$531K	Buy	2,490 +14	+0.6%	+$2.94K	0.49%	36
2017 Q1	$511K	Buy	+2,476	New	+$505K	0.46%	37

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

CFO4Life Group's DIA Position: Q1 2025 in Review

CFO4Life Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 519 shares — an estimated $221K sold.

CFO4Life Group first reported a position in DIA in Q1 2017 and held it in 9 quarters. The position peaked at $622K in Q4 2017. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

CFO4Life Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
CFO4Life Group sold 519 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $221K.
CFO4Life Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and held it in 9 quarters.
CFO4Life Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $622K in Q4 2017.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on CFO4Life Group's 13F filing for Q1 2025, filed 30 Apr 2025.