Concord Asset Management (Virginia)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Concord Asset Management (Virginia)’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 Q3	–	Sell	-2,376	Closed	-$1.05M	–	144
2025 Q2	$1.05M	Buy	+2,376	New	+$986K	0.16%	129

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Concord Asset Management (Virginia)'s DIA Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 2,376 shares — an estimated $1.05M sold.

Concord Asset Management (Virginia) first reported a position in DIA in Q2 2025 and held it in 1 quarter. The position peaked at $1.05M in Q2 2025. 1,287 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Concord Asset Management (Virginia) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Concord Asset Management (Virginia) sold 2,376 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $1.05M.
Concord Asset Management (Virginia) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and held it in 1 quarter.
Concord Asset Management (Virginia)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.05M in Q2 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.