Future Financial Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Future Financial Wealth 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 Q4	–	Sell	-330	Closed	-$153K	–	195
2025 Q3	$153K	Hold	330	–	–	0.1%	139
2025 Q2	$145K	Hold	330	–	–	0.1%	136
2025 Q1	$139K	Hold	330	–	–	0.1%	134
2024 Q4	$140K	Hold	330	–	–	0.1%	130
2024 Q3	$140K	Buy	+330	New	+$134K	0.1%	139
2024 Q2	–	Sell	-333	Closed	-$132K	–	193
2024 Q1	$132K	Buy	+333	New	+$128K	0.1%	143
2022 Q2	–	Sell	-333	Closed	-$115K	–	203
2022 Q1	$115K	Sell	333 -107	-24%	-$37.1K	0.1%	166
2021 Q4	$161K	Buy	+440	New	+$156K	0.13%	139

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Future Financial Wealth Management's DIA Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 330 shares — an estimated $153K sold.

Future Financial Wealth Management first reported a position in DIA in Q4 2021 and held it in 8 quarters. The position peaked at $161K in Q4 2021. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 330 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $153K.
Future Financial Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $161K in Q4 2021.
1,385 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.