Gallagher Fiduciary Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Gallagher Fiduciary Advisors’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	-743	Closed	-$327K	–	316
2025 Q2	$327K	Hold	743	–	–	0.01%	240
2025 Q1	$312K	Sell	743 -12	-2%	-$5.19K	0.01%	232
2024 Q4	$321K	Sell	755 -14	-2%	-$6.06K	0.06%	208
2024 Q3	$325K	Hold	769	–	–	0.07%	185
2024 Q2	$301K	Hold	769	–	–	0.07%	158
2024 Q1	$306K	Sell	769 -13	-2%	-$5.01K	0.01%	149
2023 Q4	$295K	Sell	782 -2	-0.3%	-$699	0.01%	149
2023 Q3	$263K	Sell	784 -21	-3%	-$7.28K	0.02%	144
2023 Q2	$277K	Sell	805 -29	-3%	-$9.76K	0.02%	171
2023 Q1	$277K	Buy	+834	New	+$277K	0.02%	159

Other funds holding DIA

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gallagher Fiduciary Advisors's DIA Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 743 shares — an estimated $327K sold.

Gallagher Fiduciary Advisors first reported a position in DIA in Q1 2023 and held it in 10 quarters. The position peaked at $327K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Gallagher Fiduciary Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 743 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $327K.
Gallagher Fiduciary Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and held it in 10 quarters.
Gallagher Fiduciary Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $327K in Q2 2025.
1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.