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
2021 Q2	–	Sell	-10,000	Closed	-$13K	–	1881
2021 Q1	$13K	Buy	+10,000	New	+$3.16M	﹤0.01%	1219

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 $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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.