Gibson Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Gibson Capital’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 Q4	–	Sell	-515	Closed	-$239K	–	81
2025 Q3	$239K	Hold	515	–	–	0.04%	79
2025 Q2	$227K	Sell	515 -25	-5%	-$10.4K	0.04%	75
2025 Q1	$227K	Sell	540 -35	-6%	-$15.1K	0.05%	73
2024 Q4	$245K	Hold	575	–	–	0.05%	62
2024 Q3	$243K	Hold	575	–	–	0.05%	60
2024 Q2	$225K	Hold	575	–	–	0.05%	60
2024 Q1	$229K	Sell	575 -25	-4%	-$9.63K	0.05%	63
2023 Q4	$226K	Hold	600	–	–	0.05%	58
2023 Q3	$201K	Hold	600	–	–	0.05%	48
2023 Q2	$206K	Hold	600	–	–	0.05%	46
2023 Q1	$200K	Buy	+600	New	+$199K	0.05%	53

Other funds holding DIA

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gibson Capital's DIA Position: Q4 2025 in Review

Gibson Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 515 shares — an estimated $239K sold.

Gibson Capital first reported a position in DIA in Q1 2023 and held it in 11 quarters. The position peaked at $245K in Q4 2024. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Gibson Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
Gibson Capital sold 515 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $239K.
Gibson Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and held it in 11 quarters.
Gibson Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $245K in Q4 2024.
1,385 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Gibson Capital's 13F filing for Q4 2025, filed 5 Feb 2026.