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 $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return