Envestnet Portfolio Solutions
DIA icon

Envestnet Portfolio Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Envestnet Portfolio Solutions’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 		$1.06M Sell
2,287
-226
-9% -$109K 0.01% 614
2025
Q4 		$1.21M Sell
2,513
-56
-2% -$26.5K ﹤0.01% 697
2025
Q3 		$1.19M Sell
2,569
-1,843
-42% -$831K ﹤0.01% 685
2025
Q2 		$1.94M Sell
4,412
-181
-4% -$75.1K 0.01% 570
2025
Q1 		$1.93M Sell
4,593
-21
-0.5% -$9.08K 0.01% 596
2024
Q4 		$1.96M Buy
4,614
+867
+23% +$375K 0.01% 671
2024
Q3 		$1.59M Buy
3,747
+99
+3% +$40.2K 0.01% 747
2024
Q2 		$1.43M Sell
3,648
-26
-0.7% -$10.1K 0.01% 741
2024
Q1 		$1.46M Buy
3,674
+111
+3% +$42.8K 0.01% 727
2023
Q4 		$1.34M Sell
3,563
-27
-0.8% -$9.44K 0.01% 704
2023
Q3 		$1.2M Buy
+3,590
New +$1.25M 0.01% 703

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