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

GeoWealth 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	-462	Closed	-$204K	–	869
2025 Q2	$204K	Buy	462 +150	+48%	+$62.2K	0.01%	654
2025 Q1	$131K	Sell	312 -362	-54%	-$157K	0.01%	744
2024 Q4	$287K	Buy	674 +359	+114%	+$155K	0.01%	642
2024 Q3	$133K	Buy	315 +55	+21%	+$22.3K	﹤0.01%	827
2024 Q2	$102K	Sell	260 -9	-3%	-$3.49K	﹤0.01%	772
2024 Q1	$107K	Sell	269 -523	-66%	-$201K	﹤0.01%	767
2023 Q4	$298K	Sell	792 -2,387	-75%	-$834K	0.02%	413
2023 Q3	$1.07M	Buy	3,179 +2,730	+608%	+$947K	0.12%	142
2023 Q2	$154K	Buy	449 +169	+60%	+$56.9K	0.02%	259
2023 Q1	$93K	Buy	+280	New	+$93K	0.01%	246
2022 Q2	–	Sell	-22,706	Closed	-$7.87M	–	340
2022 Q1	$7.87M	Buy	+22,706	New	+$7.88M	0.69%	42

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

GeoWealth Management's DIA Position: Q3 2025 in Review

GeoWealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 462 shares — an estimated $204K sold.

GeoWealth Management first reported a position in DIA in Q1 2022 and held it in 11 quarters. The position peaked at $7.87M in Q1 2022. 1,287 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

GeoWealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 462 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $204K.
GeoWealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 11 quarters.
GeoWealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.87M in Q1 2022.
1,287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.