GoalVest Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

GoalVest Advisory’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	-25	Closed	-$11.6K	–	518
2025 Q3	$11.6K	Hold	25	–	–	﹤0.01%	322
2025 Q2	$11K	Hold	25	–	–	﹤0.01%	304
2025 Q1	$10.5K	Hold	25	–	–	﹤0.01%	266
2024 Q4	$10.6K	Hold	25	–	–	﹤0.01%	283
2024 Q3	$10.6K	Hold	25	–	–	﹤0.01%	317
2024 Q2	$9.78K	Hold	25	–	–	﹤0.01%	278
2024 Q1	$9.94K	Hold	25	–	–	﹤0.01%	318
2023 Q4	$9.42K	Hold	25	–	–	﹤0.01%	256
2023 Q3	$8.37K	Buy	+25	New	+$8.67K	﹤0.01%	307

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GoalVest Advisory's DIA Position: Q4 2025 in Review

GoalVest Advisory sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 25 shares — an estimated $11.6K sold.

GoalVest Advisory first reported a position in DIA in Q3 2023 and held it in 9 quarters. The position peaked at $11.6K in Q3 2025. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

GoalVest Advisory reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
GoalVest Advisory sold 25 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $11.6K.
GoalVest Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and held it in 9 quarters.
GoalVest Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11.6K in Q3 2025.
1,385 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.