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

Freedom Investment 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
Q3 		– Sell
-1,673
Closed -$737K – 296
2025
Q2 		$737K Sell
1,673
-157
-9% -$65.1K 0.06% 329
2025
Q1 		$768K Buy
1,830
+1,218
+199% +$527K 0.06% 309
2024
Q4 		$260K Buy
612
+23
+4% +$9.96K 0.02% 646
2024
Q3 		$249K Buy
+589
New +$239K 0.02% 654
2019
Q2 		– Sell
-1,992
Closed -$516K – 697
2019
Q1 		$516K Buy
+1,992
New +$501K 0.04% 375
2018
Q1 		– Sell
-6,718
Closed -$1.66M – 1136
2017
Q4 		$1.66M Sell
6,718
-745
-10% -$176K 0.08% 196
2017
Q3 		$1.67M Buy
7,463
+470
+7% +$103K 0.09% 180
2017
Q2 		$1.49M Sell
6,993
-1,747
-20% -$367K 0.08% 189
2017
Q1 		$1.8M Buy
8,740
+88
+1% +$17.9K 0.1% 138
2016
Q4 		$1.71M Sell
8,652
-350
-4% -$66K 0.11% 125
2016
Q3 		$1.65M Buy
9,002
+1,653
+22% +$304K 0.11% 129
2016
Q2 		$1.32M Sell
7,349
-42,159
-85% -$7.48M 0.09% 154
2016
Q1 		$8.74M Buy
49,508
+42,988
+659% +$7.16M 0.63% 17
2015
Q4 		$1.13M Sell
6,520
-3,927
-38% -$686K 0.09% 196
2015
Q3 		$974K Buy
10,447
+3,999
+62% +$683K 0.1% 170
2015
Q2 		$1.13M Buy
6,448
+584
+10% +$105K 0.12% 135
2015
Q1 		$1.04M Buy
5,864
+243
+4% +$43.2K 0.11% 129
2014
Q4 		$1M Buy
5,621
+194
+4% +$33.6K 0.13% 123
2014
Q3 		$923K Buy
5,427
+292
+6% +$49.4K 0.16% 101
2014
Q2 		$862K Sell
5,135
-221
-4% -$36.6K 0.14% 113
2014
Q1 		$880K Sell
5,356
-106
-2% -$17.1K 0.19% 85
2013
Q4 		$904K Sell
5,462
-432
-7% -$67.9K 0.22% 73
2013
Q3 		$890K Sell
5,894
-21
-0.4% -$3.21K 0.25% 64
2013
Q2 		$879K Buy
+5,915
New +$884K 0.3% 59

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Freedom Investment Management's DIA Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 1,673 shares — an estimated $737K sold.

Freedom Investment Management first reported a position in DIA in Q2 2013 and held it in 24 quarters. The position peaked at $8.74M in Q1 2016. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

  • Freedom Investment Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,673 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $737K.
  • Freedom Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 24 quarters.
  • Freedom Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.74M in Q1 2016.
  • 1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.