Delta Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Delta Financial 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	-544	Closed	-$232K	–	262
2024 Q4	$232K	Sell	544 -14	-3%	-$6.06K	0.05%	224
2024 Q3	$236K	Sell	558 -37	-6%	-$15K	0.09%	118
2024 Q2	$233K	Buy	595 +27	+5%	+$10.5K	0.1%	107
2024 Q1	$226K	Buy	568 +29	+5%	+$11.2K	0.07%	208
2023 Q4	$203K	Buy	+539	New	+$188K	0.06%	208

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

Delta Financial Group's DIA Position: Q1 2025 in Review

Delta Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 544 shares — an estimated $232K sold.

Delta Financial Group first reported a position in DIA in Q4 2023 and held it in 5 quarters. The position peaked at $236K in Q3 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Delta Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Delta Financial Group sold 544 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $232K.
Delta Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 5 quarters.
Delta Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $236K 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 Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.