Court Place Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Court Place Advisors’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	$531K	Sell	1,144 -100	-8%	-$45.1K	0.16%	94
2025 Q2	$548K	Hold	1,244	–	–	0.17%	89
2025 Q1	$522K	Hold	1,244	–	–	0.17%	92
2024 Q4	$529K	Hold	1,244	–	–	0.17%	92
2024 Q3	$526K	Hold	1,244	–	–	0.15%	103
2024 Q2	$487K	Sell	1,244 -150	-11%	-$58.2K	0.15%	99
2024 Q1	$554K	Hold	1,394	–	–	0.18%	92
2023 Q4	$525K	Hold	1,394	–	–	0.17%	91
2023 Q3	$467K	Hold	1,394	–	–	0.17%	100
2023 Q2	$479K	Hold	1,394	–	–	0.17%	96
2023 Q1	$464K	Hold	1,394	–	–	0.17%	105
2022 Q4	$462K	Hold	1,394	–	–	0.17%	103
2022 Q3	$400K	Hold	1,394	–	–	0.16%	108
2022 Q2	$429K	Sell	1,394 -82	-6%	-$26.8K	0.16%	108
2022 Q1	$512K	Sell	1,476 -100	-6%	-$34.7K	0.17%	106
2021 Q4	$572K	Hold	1,576	–	–	0.16%	106
2021 Q3	$533K	Hold	1,576	–	–	0.16%	107
2021 Q2	$544K	Hold	1,576	–	–	0.16%	110
2021 Q1	$520K	Sell	1,576 -100	-6%	-$31.6K	0.16%	107
2020 Q4	$512K	Hold	1,676	–	–	0.17%	102
2020 Q3	$465K	Hold	1,676	–	–	0.17%	100
2020 Q2	$432K	Sell	1,676 -150	-8%	-$36.9K	0.17%	106
2020 Q1	$400K	Hold	1,826	–	–	0.18%	106
2019 Q4	$520K	Sell	1,826 -200	-10%	-$55.1K	0.19%	111
2019 Q3	$545K	Hold	2,026	–	–	0.21%	104
2019 Q2	$539K	Hold	2,026	–	–	0.21%	103
2019 Q1	$525K	Hold	2,026	–	–	0.21%	104
2018 Q4	$472K	Hold	2,026	–	–	0.22%	99
2018 Q3	$536K	Sell	2,026 -230	-10%	-$58.9K	0.2%	103
2018 Q2	$548K	Buy	2,256 +1	+0%	+$246	0.23%	97
2018 Q1	$544K	Sell	2,255 -113	-5%	-$28.4K	0.23%	97
2017 Q4	$586K	Buy	2,368 +2	+0.1%	+$474	0.24%	93
2017 Q3	$530K	Buy	2,366 +2	+0.1%	+$438	0.24%	96
2017 Q2	$504K	Buy	2,364 +2	+0.1%	+$420	0.24%	94
2017 Q1	$487K	Buy	2,362 +2	+0.1%	+$408	0.24%	91
2016 Q4	$466K	Buy	2,360 +2	+0.1%	+$377	0.24%	87
2016 Q3	$431K	Buy	2,358 +2	+0.1%	+$367	0.24%	87
2016 Q2	$422K	Buy	2,356 +2	+0.1%	+$355	0.24%	87
2016 Q1	$416K	Sell	2,354 -723	-23%	-$120K	0.26%	83
2015 Q4	$535K	Buy	3,077 +2	+0.1%	+$349	0.34%	65
2015 Q3	$500K	Buy	3,075 +102	+3%	+$17.4K	0.35%	69
2015 Q2	$523K	Buy	2,973 +2	+0.1%	+$360	0.33%	72
2015 Q1	$528K	Buy	2,971 +2	+0.1%	+$356	0.34%	71
2014 Q4	$528K	Buy	2,969 +3	+0.1%	+$520	0.34%	69
2014 Q3	$504K	Buy	2,966 +2	+0.1%	+$339	0.34%	70
2014 Q2	$498K	Buy	2,964 +2	+0.1%	+$332	0.34%	71
2014 Q1	$487K	Buy	2,962 +2	+0.1%	+$323	0.35%	67
2013 Q4	$490K	Buy	+2,960	New	+$465K	0.37%	65

Other funds holding DIA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Court Place Advisors's DIA Position: Q3 2025 in Review

Court Place Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8% in Q3 2025, selling an estimated $45.1K and leaving 1,144 shares worth $531K. The position accounts for 0.16% of the portfolio, ranked #94.

Court Place Advisors first reported a position in DIA in Q4 2013 and has held it in 48 quarters since. The position peaked at $586K in Q4 2017. 1,284 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Court Place Advisors held 1,144 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $531K as of Q3 2025.
Court Place Advisors sold 100 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $45.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Court Place Advisors's portfolio in Q3 2025, its #94 holding.
Court Place Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and has held it in 48 quarters since.
Court Place Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $586K in Q4 2017.
1,284 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.