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

Congress 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
2025 Q2	$2.16M	Sell	4,900 -289	-6%	-$120K	0.02%	539
2025 Q1	$2.18M	Buy	5,189 +322	+7%	+$139K	0.03%	474
2024 Q4	$2.07M	Buy	4,867 +1,910	+65%	+$827K	0.03%	408
2024 Q3	$1.25M	Buy	+2,957	New	+$1.2M	0.02%	485

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

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

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

Congress Wealth Management's DIA Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.6% in Q2 2025, selling an estimated $120K and leaving 4,900 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #539.

Congress Wealth Management first reported a position in DIA in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.18M in Q1 2025. 1,278 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Congress Wealth Management held 4,900 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.16M as of Q2 2025.
Congress Wealth Management sold 289 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $120K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #539 holding.
Congress Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 4 quarters since.
Congress Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.18M in Q1 2025.
1,278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.