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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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