D.L. Carlson Investment Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

D.L. Carlson Investment Group’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 Q1	–	Sell	-1,568	Closed	-$667K	–	139
2024 Q4	$667K	Sell	1,568 -39	-2%	-$16.9K	0.12%	105
2024 Q3	$680K	Sell	1,607 -1	-0.1%	-$406	0.12%	110
2024 Q2	$629K	Buy	1,608 +3	+0.2%	+$1.17K	0.12%	106
2024 Q1	$639K	Buy	1,605 +4	+0.2%	+$1.54K	0.12%	108
2023 Q4	$621K	Sell	1,601 -73	-4%	-$25.5K	0.13%	103
2023 Q3	$561K	Sell	1,674 -106	-6%	-$36.8K	0.11%	101
2023 Q2	$612K	Buy	1,780 +3	+0.2%	+$1.01K	0.12%	101
2023 Q1	$591K	Sell	1,777 -18	-1%	-$5.98K	0.13%	95
2022 Q4	$595K	Buy	+1,795	New	+$583K	0.13%	91

Other funds holding DIA

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 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

D.L. Carlson Investment Group's DIA Position: Q1 2025 in Review

D.L. Carlson Investment Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 1,568 shares — an estimated $667K sold.

D.L. Carlson Investment Group first reported a position in DIA in Q4 2022 and held it in 9 quarters. The position peaked at $680K in Q3 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

D.L. Carlson Investment Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
D.L. Carlson Investment Group sold 1,568 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $667K.
D.L. Carlson Investment Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 9 quarters.
D.L. Carlson Investment Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $680K in Q3 2024.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2025, filed 14 May 2025.