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Falcon Wealth Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Falcon Wealth Planning’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 		– Sell
-565
Closed -$249K – 192
2025
Q2 		$249K Buy
+565
New +$234K 0.03% 152

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Falcon Wealth Planning's DIA Position: Q3 2025 in Review

Falcon Wealth Planning sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 565 shares — an estimated $249K sold.

Falcon Wealth Planning first reported a position in DIA in Q2 2025 and held it in 1 quarter. The position peaked at $249K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

  • Falcon Wealth Planning reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
  • Falcon Wealth Planning sold 565 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $249K.
  • Falcon Wealth Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and held it in 1 quarter.
  • Falcon Wealth Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $249K in Q2 2025.
  • 1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Falcon Wealth Planning's 13F filing for Q3 2025, filed 10 Oct 2025.