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

Great Diamond 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
2026 Q1	$236K	Buy	508 +1	+0.2%	+$484	0.05%	218
2025 Q4	$243K	Buy	507 +3	+0.6%	+$1.42K	0.05%	210
2025 Q3	$234K	Buy	504 +1	+0.2%	+$451	0.05%	212
2025 Q2	$221K	Buy	503 +2	+0.4%	+$830	0.05%	211
2025 Q1	$210K	Buy	501 +1	+0.2%	+$432	0.06%	171
2024 Q4	$213K	Hold	500	–	–	0.06%	176
2024 Q3	$212K	Buy	+500	New	+$203K	0.05%	185
2024 Q1	–	Sell	-836	Closed	-$315K	–	228
2023 Q4	$315K	Hold	836	–	–	0.08%	172
2023 Q3	$280K	Buy	+836	New	+$290K	0.08%	178

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return