Fortem Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Fortem Financial Group’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 Q1	–	Sell	-675	Closed	-$287K	–	186
2024 Q4	$287K	Sell	675 -81	-11%	-$35.1K	0.11%	151
2024 Q3	$320K	Buy	756 +2	+0.3%	+$813	0.13%	142
2024 Q2	$295K	Buy	+754	New	+$293K	0.13%	140
2021 Q4	–	Sell	-602	Closed	-$204K	–	172
2021 Q3	$204K	Sell	602 -33	-5%	-$11.5K	0.1%	165
2021 Q2	$219K	Sell	635 -18	-3%	-$6.14K	0.11%	155
2021 Q1	$216K	Buy	653 +51	+8%	+$16.1K	0.13%	151
2020 Q4	$184K	Buy	+602	New	+$175K	0.11%	153
2020 Q1	–	Sell	-723	Closed	-$206K	–	136
2019 Q4	$206K	Sell	723 -30	-4%	-$8.27K	0.15%	107
2019 Q3	$203K	Hold	753	–	–	0.17%	102
2019 Q2	$200K	Buy	+753	New	+$197K	0.2%	126

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Fortem Financial Group's DIA Position: Q1 2025 in Review

Fortem Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 675 shares — an estimated $287K sold.

Fortem Financial Group first reported a position in DIA in Q2 2019 and held it in 10 quarters. The position peaked at $320K in Q3 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Fortem Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Fortem Financial Group sold 675 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $287K.
Fortem Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and held it in 10 quarters.
Fortem Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $320K in Q3 2024.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Fortem Financial Group's 13F filing for Q1 2025, filed 1 May 2025.