Flaharty Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Flaharty Asset 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 Q2	–	Sell	-287	Closed	-$121K	–	216
2025 Q1	$121K	Buy	+287	New	+$124K	0.02%	147
2024 Q4	–	Sell	-287	Closed	-$121K	–	205
2024 Q3	$121K	Buy	+287	New	+$117K	0.02%	149
2023 Q4	–	Sell	-287	Closed	-$96.1K	–	197
2023 Q3	$96.1K	Buy	+287	New	+$99.5K	0.02%	150
2022 Q4	–	Sell	-734	Closed	-$211K	–	119
2022 Q3	$211K	Sell	734 -152	-17%	-$48.3K	0.04%	110
2022 Q2	$273K	Sell	886 -20	-2%	-$6.54K	0.06%	91
2022 Q1	$314K	Buy	906 +39	+4%	+$13.5K	0.06%	86
2021 Q4	$315K	Sell	867 -31	-3%	-$11K	0.06%	93
2021 Q3	$304K	Hold	898	–	–	0.06%	93
2021 Q2	$310K	Sell	898 -235	-21%	-$80.2K	0.07%	92
2021 Q1	$374K	Sell	1,133 -151	-12%	-$47.7K	0.09%	81
2020 Q4	$392K	Buy	+1,284	New	+$374K	0.1%	70

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Flaharty Asset Management's DIA Position: Q2 2025 in Review

Flaharty Asset Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 287 shares — an estimated $121K sold.

Flaharty Asset Management first reported a position in DIA in Q4 2020 and held it in 11 quarters. The position peaked at $392K in Q4 2020. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Flaharty Asset Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 287 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $121K.
Flaharty Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 11 quarters.
Flaharty Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $392K in Q4 2020.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.