Financial Counselors Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,359
| Closed | -$990K | – | 153 |
|
|
2025
Q1 | $990K | Buy |
2,359
+90
| +4% | +$38.9K | 0.02% | 338 |
|
|
2024
Q4 | $965K | Buy |
2,269
+3
| +0.1% | +$1.3K | 0.01% | 333 |
|
|
2024
Q3 | $959K | Buy |
2,266
+1,019
| +82% | +$414K | 0.01% | 351 |
|
|
2024
Q2 | $488K | Buy |
1,247
+46
| +4% | +$17.9K | 0.01% | 411 |
|
|
2024
Q1 | $478K | Sell |
1,201
-4
| -0.3% | -$1.54K | 0.01% | 425 |
|
|
2023
Q4 | $454K | Sell |
1,205
-20
| -2% | -$6.99K | 0.01% | 419 |
|
|
2023
Q3 | $410K | Sell |
1,225
-184
| -13% | -$63.8K | 0.01% | 420 |
|
|
2023
Q2 | $484K | Sell |
1,409
-4
| -0.3% | -$1.35K | 0.01% | 361 |
|
|
2023
Q1 | $470K | Sell |
1,413
-725
| -34% | -$241K | 0.01% | 361 |
|
|
2022
Q4 | $708K | Sell |
2,138
-858
| -29% | -$279K | 0.02% | 332 |
|
|
2022
Q3 | $861K | Buy |
2,996
+1,529
| +104% | +$486K | 0.02% | 304 |
|
|
2022
Q2 | $452K | Buy |
1,467
+100
| +7% | +$32.7K | 0.01% | 364 |
|
|
2022
Q1 | $474K | Hold |
1,367
| – | – | 0.01% | 367 |
|
|
2021
Q4 | $497K | Buy |
1,367
+392
| +40% | +$139K | 0.01% | 364 |
|
|
2021
Q3 | $330K | Hold |
975
| – | – | 0.01% | 432 |
|
|
2021
Q2 | $336K | Hold |
975
| – | – | 0.01% | 426 |
|
|
2021
Q1 | $322K | Buy |
+975
| New | +$308K | 0.01% | 423 |
|
|
2020
Q3 | – | Sell |
-808
| Closed | -$208K | – | 509 |
|
|
2020
Q2 | $208K | Buy |
+808
| New | +$199K | 0.01% | 475 |
|
|
2020
Q1 | – | Sell |
-1,508
| Closed | -$430K | – | 492 |
|
|
2019
Q4 | $430K | Hold |
1,508
| – | – | 0.02% | 366 |
|
|
2019
Q3 | $406K | Hold |
1,508
| – | – | 0.02% | 366 |
|
|
2019
Q2 | $401K | Sell |
1,508
-10
| -0.7% | -$2.61K | 0.02% | 357 |
|
|
2019
Q1 | $393K | Sell |
1,518
-105
| -6% | -$26.4K | 0.02% | 357 |
|
|
2018
Q4 | $378K | Sell |
1,623
-244
| -13% | -$60.9K | 0.02% | 344 |
|
|
2018
Q3 | $494K | Buy |
1,867
+174
| +10% | +$44.5K | 0.02% | 335 |
|
|
2018
Q2 | $411K | Buy |
1,693
+140
| +9% | +$34.4K | 0.02% | 355 |
|
|
2018
Q1 | $375K | Hold |
1,553
| – | – | 0.02% | 364 |
|
|
2017
Q4 | $384K | Sell |
1,553
-60
| -4% | -$14.2K | 0.02% | 368 |
|
|
2017
Q3 | $361K | Sell |
1,613
-51
| -3% | -$11.2K | 0.02% | 371 |
|
|
2017
Q2 | $355K | Sell |
1,664
-715
| -30% | -$150K | 0.02% | 374 |
|
|
2017
Q1 | $491K | Sell |
2,379
-294
| -11% | -$59.9K | 0.03% | 339 |
|
|
2016
Q4 | $528K | Buy |
+2,673
| New | +$504K | 0.03% | 328 |
|
|
2016
Q2 | $334K | Sell |
1,865
-55
| -3% | -$9.76K | 0.02% | 357 |
|
|
2016
Q1 | $339K | Buy |
1,920
+600
| +45% | +$99.9K | 0.02% | 352 |
|
|
2015
Q4 | $230K | Buy |
+1,320
| New | +$231K | 0.01% | 396 |
|
|
2015
Q1 | – | Sell |
-1,255
| Closed | -$223K | – | 460 |
|
|
2014
Q4 | $223K | Buy |
+1,255
| New | +$217K | 0.01% | 399 |
|
Other funds holding DIA
HP
Financial Counselors Inc's DIA Position: Q2 2025 in Review
Financial Counselors Inc sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 2,359 shares — an estimated $990K sold.
Financial Counselors Inc first reported a position in DIA in Q4 2014 and held it in 35 quarters. The position peaked at $990K in Q1 2025. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.
- Financial Counselors Inc reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
- Financial Counselors Inc sold 2,359 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $990K.
- Financial Counselors Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and held it in 35 quarters.
- Financial Counselors Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $990K in Q1 2025.
- 1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.
Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.