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Financial Advocates Investment Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Financial Advocates Investment Management’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
-892
Closed -$393K – 197
2025
Q2 		$393K Sell
892
-1,538
-63% -$638K 0.03% 423
2025
Q1 		$1.02M Sell
2,430
-371
-13% -$160K 0.07% 272
2024
Q4 		$1.19M Buy
2,801
+9
+0.3% +$3.9K 0.07% 260
2024
Q3 		$1.18M Sell
2,792
-97
-3% -$39.4K 0.07% 270
2024
Q2 		$1.13M Sell
2,889
-205
-7% -$79.6K 0.07% 264
2024
Q1 		$1.23M Buy
3,094
+263
+9% +$101K 0.07% 273
2023
Q4 		$1.07M Buy
2,831
+41
+1% +$14.3K 0.07% 270
2023
Q3 		$935K Buy
2,790
+34
+1% +$11.8K 0.07% 281
2023
Q2 		$948K Sell
2,756
-858
-24% -$289K 0.07% 279
2023
Q1 		$1.2M Sell
3,614
-62
-2% -$20.6K 0.09% 250
2022
Q4 		$1.22M Buy
3,676
+481
+15% +$156K 0.09% 247
2022
Q3 		$888K Sell
3,195
-1,110
-26% -$353K 0.07% 281
2022
Q2 		$1.33M Sell
4,305
-232
-5% -$75.9K 0.11% 217
2022
Q1 		$1.57M Sell
4,537
-13,637
-75% -$4.73M 0.1% 223
2021
Q4 		$6.6M Buy
18,174
+1,273
+8% +$452K 0.42% 47
2021
Q3 		$5.72M Buy
16,901
+14,811
+709% +$5.17M 0.39% 50
2021
Q2 		$664K Sell
2,090
-1,227
-37% -$419K 0.04% 417
2021
Q1 		$1.09M Sell
3,317
-97
-3% -$30.6K 0.08% 297
2020
Q4 		$1.04M Sell
3,414
-104
-3% -$30.3K 0.07% 293
2020
Q3 		$976K Buy
3,518
+952
+37% +$260K 0.08% 252
2020
Q2 		$662K Buy
2,566
+1,463
+133% +$360K 0.06% 312
2020
Q1 		$241K Sell
1,103
-13,460
-92% -$3.58M 0.03% 400
2019
Q4 		$4.15M Buy
14,563
+3,111
+27% +$857K 0.44% 53
2019
Q3 		$3.08M Buy
11,452
+931
+9% +$248K 0.35% 74
2019
Q2 		$2.8M Buy
10,521
+1,727
+20% +$451K 0.32% 76
2019
Q1 		$2.28M Sell
8,794
-164
-2% -$41.2K 0.28% 98
2018
Q4 		$2.09M Sell
8,958
-3,962
-31% -$989K 0.29% 100
2018
Q3 		$3.42M Buy
12,920
+7,937
+159% +$2.03M 0.38% 65
2018
Q2 		$1.21M Buy
4,983
+263
+6% +$64.6K 0.15% 146
2018
Q1 		$1.14M Sell
4,720
-1,463
-24% -$367K 0.15% 143
2017
Q4 		$1.53M Buy
+6,183
New +$1.46M 0.21% 104

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Financial Advocates Investment Management's DIA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 892 shares — an estimated $393K sold.

Financial Advocates Investment Management first reported a position in DIA in Q4 2017 and held it in 31 quarters. The position peaked at $6.6M in Q4 2021. 1,285 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 892 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $393K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.6M in Q4 2021.
  • 1,285 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.