Empower Advisory Group
DIA icon

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

Empower Advisory 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
2026
Q1 		$295K Sell
637
-50
-7% -$24.2K ﹤0.01% 415
2025
Q4 		$330K Sell
687
-167
-20% -$79K ﹤0.01% 395
2025
Q3 		$396K Buy
854
+88
+11% +$39.7K ﹤0.01% 377
2025
Q2 		$338K Sell
766
-38
-5% -$15.8K ﹤0.01% 384
2025
Q1 		$338K Sell
804
-905
-53% -$391K ﹤0.01% 379
2024
Q4 		$727K Buy
1,709
+3
+0.2% +$1.3K ﹤0.01% 279
2024
Q3 		$722K Sell
1,706
-149
-8% -$60.5K ﹤0.01% 266
2024
Q2 		$726K Buy
1,855
+378
+26% +$147K ﹤0.01% 254
2024
Q1 		$587K Buy
1,477
+176
+14% +$67.8K ﹤0.01% 283
2023
Q4 		$490K Buy
1,301
+432
+50% +$151K ﹤0.01% 301
2023
Q3 		$291K Sell
869
-141
-14% -$48.9K ﹤0.01% 385
2023
Q2 		$347K Sell
1,010
-123
-11% -$41.4K ﹤0.01% 360
2023
Q1 		$381K Buy
+1,133
New +$376K ﹤0.01% 343

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return