EWG Elevate’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

EWG Elevate’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	$253K	Buy	545 +41	+8%	+$18.5K	0.08%	98
2025 Q2	$222K	Buy	+504	New	+$209K	0.07%	132
2025 Q1	–	Sell	-19,626	Closed	-$8.35M	–	128
2024 Q4	$8.35M	Buy	+19,626	New	+$8.5M	2.54%	11
2024 Q1	–	Sell	-745	Closed	-$281K	–	127
2023 Q4	$281K	Sell	745 -214	-22%	-$74.8K	0.12%	84
2023 Q3	$321K	Sell	959 -2,373	-71%	-$823K	0.15%	70
2023 Q2	$1.15M	Sell	3,332 -7,682	-70%	-$2.59M	0.47%	48
2023 Q1	$3.66M	Buy	11,014 +7,212	+190%	+$2.4M	1.56%	23
2022 Q4	$1.26M	Buy	3,802 +1,165	+44%	+$379K	0.63%	37
2022 Q3	$758K	Sell	2,637 -3,291	-56%	-$1.05M	0.43%	37
2022 Q2	$1.82M	Sell	5,928 -14,064	-70%	-$4.6M	0.89%	27
2022 Q1	$6.93M	Buy	+19,992	New	+$6.94M	2.72%	13
2020 Q1	–	Sell	-16,165	Closed	-$4.61M	–	59
2019 Q4	$4.61M	Buy	+16,165	New	+$4.45M	2.5%	12

Other funds holding DIA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

EWG Elevate's DIA Position: Q3 2025 in Review

EWG Elevate increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.1% in Q3 2025, buying an estimated $18.5K and bringing the position to 545 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #98.

EWG Elevate first reported a position in DIA in Q4 2019 and has held it in 12 quarters since. The position peaked at $8.35M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

EWG Elevate held 545 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $253K as of Q3 2025.
EWG Elevate bought 41 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $18.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of EWG Elevate's portfolio in Q3 2025, its #98 holding.
EWG Elevate first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 12 quarters since.
EWG Elevate's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.35M in Q4 2024.
1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.