Cherry Tree Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cherry Tree Wealth Management’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
2026 Q1	$208K	Hold	450	–	–	0.04%	160
2025 Q4	$216K	Hold	450	–	–	0.05%	160
2025 Q3	$209K	Hold	450	–	–	0.05%	161
2025 Q2	$198K	Hold	450	–	–	0.05%	159
2025 Q1	$189K	Buy	450 +288	+178%	+$125K	0.05%	162
2024 Q4	$68.9K	Sell	162 -84	-34%	-$36.4K	0.02%	234
2024 Q3	$104K	Buy	246 +84	+52%	+$34.1K	0.02%	209
2024 Q2	$63.4K	Hold	162	–	–	0.02%	241
2024 Q1	$64.4K	Hold	162	–	–	0.02%	238
2023 Q4	$61.1K	Hold	162	–	–	0.02%	228
2023 Q3	$54.3K	Hold	162	–	–	0.02%	225
2023 Q2	$55.7K	Buy	+162	New	+$54.5K	0.02%	223

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return