FAG
DIA icon

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

Fortitude Advisory 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
Q4 		– Sell
-603
Closed -$280K – 222
2025
Q3 		$280K Sell
603
-165
-21% -$74.4K 0.15% 149
2025
Q2 		$338K Sell
768
-152
-17% -$63.1K 0.19% 116
2025
Q1 		$366K Sell
920
-220
-19% -$95.1K 0.26% 88
2024
Q4 		$485K Sell
1,140
-56
-5% -$24.2K 0.29% 67
2024
Q3 		$506K Hold
1,196
– – 0.32% 69
2024
Q2 		$468K Sell
1,196
-4
-0.3% -$1.55K 0.28% 69
2024
Q1 		$477K Buy
1,200
+1
+0.1% +$385 0.27% 81
2023
Q4 		$452K Sell
1,199
-70
-6% -$24.5K 0.27% 81
2023
Q3 		$425K Sell
1,269
-19
-1% -$6.59K 0.29% 78
2023
Q2 		$443K Sell
1,288
-8
-0.6% -$2.69K 0.33% 78
2023
Q1 		$431K Sell
1,296
-42
-3% -$14K 0.33% 74
2022
Q4 		$443K Buy
1,338
+35
+3% +$11.4K 0.38% 72
2022
Q3 		$374K Buy
1,303
+1
+0.1% +$318 0.36% 71
2022
Q2 		$401K Buy
1,302
+1
+0.1% +$327 0.37% 75
2022
Q1 		$451K Buy
1,301
+145
+13% +$50.3K 0.24% 75
2021
Q4 		$420K Buy
+1,156
New +$411K 0.21% 84

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fortitude Advisory Group's DIA Position: Q4 2025 in Review

Fortitude Advisory Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 603 shares — an estimated $280K sold.

Fortitude Advisory Group first reported a position in DIA in Q4 2021 and held it in 16 quarters. The position peaked at $506K in Q3 2024. 1,383 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

  • Fortitude Advisory Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 603 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $280K.
  • Fortitude Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 16 quarters.
  • Fortitude Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $506K in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Fortitude Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.