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

Fogel Capital 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
2026 Q1	$726K	Hold	1,568	–	–	0.33%	31
2025 Q4	$754K	Sell	1,568 -43	-3%	-$20.3K	0.35%	30
2025 Q3	$747K	Sell	1,611 -27	-2%	-$12.2K	0.35%	32
2025 Q2	$722K	Hold	1,638	–	–	0.38%	31
2025 Q1	$688K	Hold	1,638	–	–	0.37%	30
2024 Q4	$697K	Sell	1,638 -52	-3%	-$22.5K	0.35%	27
2024 Q3	$715K	Buy	1,690 +2	+0.1%	+$813	0.37%	27
2024 Q2	$660K	Hold	1,688	–	–	0.35%	26
2024 Q1	$653K	Hold	1,688	–	–	0.38%	25
2023 Q4	$654K	Buy	+1,688	New	+$590K	0.5%	22

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return