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Global Retirement Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Global Retirement Partners’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 		$1.86M Buy
3,869
+83
+2% +$39.3K 0.03% 452
2025
Q3 		$1.76M Buy
3,786
+54
+1% +$24.3K 0.04% 391
2025
Q2 		$1.64M Buy
+3,732
New +$1.55M 0.04% 380
2024
Q4 		$1.56M Sell
3,667
-1,391
-28% -$602K 0.04% 351
2024
Q3 		$2.14M Sell
5,058
-1,128
-18% -$458K 0.06% 274
2024
Q2 		$2.42M Sell
6,186
-214
-3% -$83.1K 0.08% 249
2024
Q1 		$2.55M Buy
6,400
+91
+1% +$35.1K 0.09% 211
2023
Q4 		$2.36M Buy
6,309
+390
+7% +$136K 0.1% 198
2023
Q3 		$1.96M Buy
5,919
+262
+5% +$90.9K 0.1% 193
2023
Q2 		$1.95M Sell
5,657
-244
-4% -$82.1K 0.1% 201
2023
Q1 		$1.97M Sell
5,901
-1,512
-20% -$502K 0.1% 194
2022
Q4 		$2.46M Buy
7,413
+415
+6% +$135K 0.17% 137
2022
Q3 		$2.29M Buy
6,998
+1,519
+28% +$483K 0.17% 133
2022
Q2 		$1.69M Sell
5,479
-226
-4% -$73.9K 0.14% 166
2022
Q1 		$1.82M Buy
+5,705
New +$1.98M 0.14% 162
2021
Q4 		– Sell
-2,126
Closed -$719K – 582
2021
Q3 		$719K Buy
2,126
+1
+0% +$349 0.07% 235
2021
Q2 		$733K Sell
2,125
-12
-0.6% -$4.1K 0.08% 233
2021
Q1 		$706K Buy
2,137
+1,164
+120% +$367K 0.08% 210
2020
Q4 		$298K Sell
973
-128
-12% -$37.3K 0.04% 321
2020
Q3 		$305K Sell
1,101
-134
-11% -$36.6K 0.04% 293
2020
Q2 		$319K Buy
1,235
+191
+18% +$47K 0.05% 283
2020
Q1 		$229K Buy
1,044
+109
+12% +$29K 0.04% 297
2019
Q4 		$266K Buy
935
+22
+2% +$6.06K 0.04% 328
2019
Q3 		$246K Sell
913
-10
-1% -$2.67K 0.04% 329
2019
Q2 		$245K Buy
923
+265
+40% +$69.2K 0.05% 311
2019
Q1 		$171K Sell
658
-182
-22% -$45.8K 0.04% 323
2018
Q4 		$196K Sell
840
-383
-31% -$95.6K 0.05% 288
2018
Q3 		$323K Sell
1,223
-1,010
-45% -$259K 0.07% 226
2018
Q2 		$542K Buy
2,233
+96
+4% +$23.6K 0.14% 155
2018
Q1 		$516K Buy
2,137
+1,493
+232% +$375K 0.14% 157
2017
Q4 		$159K Buy
644
+478
+288% +$113K 0.04% 288
2017
Q3 		$37K Hold
166
– – 0.02% 496
2017
Q2 		$35K Sell
166
-50
-23% -$10.5K 0.02% 480
2017
Q1 		$45K Buy
216
+50
+30% +$10.2K 0.03% 393
2016
Q4 		$33K Buy
+166
New +$31.3K 0.02% 412

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Retirement Partners's DIA Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.2% in Q4 2025, buying an estimated $39.3K and bringing the position to 3,869 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #452.

Global Retirement Partners first reported a position in DIA in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.55M in Q1 2024. 1,382 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

  • Global Retirement Partners held 3,869 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.86M as of Q4 2025.
  • Global Retirement Partners bought 83 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $39.3K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #452 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.55M in Q1 2024.
  • 1,382 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.