Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q1	–	Sell	-627	Closed	-$267K	–	298
2024 Q4	$267K	Sell	627 -146	-19%	-$63.2K	0.01%	245
2024 Q3	$327K	Buy	773 +79	+11%	+$32.1K	0.02%	221
2024 Q2	$272K	Buy	694 +3	+0.4%	+$1.17K	0.01%	238
2024 Q1	$275K	Sell	691 -322	-32%	-$124K	0.01%	231
2023 Q4	$382K	Buy	+1,013	New	+$354K	0.02%	186
2022 Q3	–	Sell	-1,456	Closed	-$200K	–	243
2022 Q2	$200K	Buy	1,456 +615	+73%	+$201K	0.02%	230
2022 Q1	$291K	Buy	+841	New	+$292K	0.02%	206
2021 Q4	–	Sell	-709	Closed	-$239K	–	491
2021 Q3	$239K	Sell	709 -145	-17%	-$50.6K	0.03%	164
2021 Q2	$294K	Buy	854 +128	+18%	+$43.7K	0.03%	197
2021 Q1	$239K	Buy	+726	New	+$229K	0.03%	191

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DIA Position: Q1 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 627 shares — an estimated $267K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DIA in Q1 2021 and held it in 10 quarters. The position peaked at $382K in Q4 2023. 1,257 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 627 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $267K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 10 quarters.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $382K in Q4 2023.
1,257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2025, filed 14 May 2025.