Global Wealth Strategies & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Global Wealth Strategies & Associates’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	-4	Closed	-$1.7K	–	485
2024 Q4	$1.7K	Buy	+4	New	+$1.73K	﹤0.01%	334
2023 Q4	–	Sell	-15	Closed	-$5.24K	–	301
2023 Q3	$5.18K	Hold	15	–	–	﹤0.01%	205
2023 Q2	$5.22K	Hold	15	–	–	﹤0.01%	204
2023 Q1	$4.99K	Hold	15	–	–	﹤0.01%	210
2022 Q4	$4.97K	Buy	+15	New	+$4.88K	﹤0.01%	208

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 $377B AUM 19.32% 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

Global Wealth Strategies & Associates's DIA Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 4 shares — an estimated $1.7K sold.

Global Wealth Strategies & Associates first reported a position in DIA in Q4 2022 and held it in 5 quarters. The position peaked at $5.22K in Q2 2023. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Global Wealth Strategies & Associates reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $1.7K.
Global Wealth Strategies & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 5 quarters.
Global Wealth Strategies & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.22K in Q2 2023.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.