Family Legacy Financial Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Family Legacy Financial 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
2025 Q4	–	Sell	-53	Closed	-$24.6K	–	90
2025 Q3	$24.6K	Sell	53 -10	-16%	-$4.51K	0.02%	125
2025 Q2	$28.2K	Buy	+63	New	+$26.1K	0.02%	105

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Family Legacy Financial Solutions's DIA Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 53 shares — an estimated $24.6K sold.

Family Legacy Financial Solutions first reported a position in DIA in Q2 2025 and held it in 2 quarters. The position peaked at $28.2K in Q2 2025. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Family Legacy Financial Solutions reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
Family Legacy Financial Solutions sold 53 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $24.6K.
Family Legacy Financial Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and held it in 2 quarters.
Family Legacy Financial Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $28.2K in Q2 2025.
1,385 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.