CPR Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CPR Investments’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	-650	Closed	-$286K	–	53
2025 Q2	$286K	Sell	650 -35	-5%	-$14.5K	0.22%	37
2025 Q1	$288K	Buy	+685	New	+$296K	0.26%	32
2024 Q1	–	Sell	-4,423	Closed	-$1.67M	–	50
2023 Q4	$1.67M	Buy	4,423 +1,530	+53%	+$535K	1.62%	20
2023 Q3	$969K	Buy	2,893 +94	+3%	+$32.6K	1.04%	19
2023 Q2	$962K	Sell	2,799 -5,102	-65%	-$1.72M	0.92%	23
2023 Q1	$2.63M	Buy	+7,901	New	+$2.63M	2.53%	12
2022 Q4	–	Sell	-1,942	Closed	-$558K	–	39
2022 Q3	$558K	Sell	1,942 -833	-30%	-$265K	0.72%	16
2022 Q2	$854K	Buy	+2,775	New	+$907K	1.28%	14

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

CPR Investments's DIA Position: Q3 2025 in Review

CPR Investments sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 650 shares — an estimated $286K sold.

CPR Investments first reported a position in DIA in Q2 2022 and held it in 8 quarters. The position peaked at $2.63M in Q1 2023. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

CPR Investments reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
CPR Investments sold 650 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $286K.
CPR Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and held it in 8 quarters.
CPR Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.63M in Q1 2023.
1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on CPR Investments's 13F filing for Q3 2025, filed 14 Oct 2025.