Greenberg Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Greenberg Financial Group’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	$10.4M	Buy	+21,732	New	+$10.3M	4.3%	4
2025 Q2	$11.3M	Sell	21,687 -149	-0.7%	-$61.8K	4.19%	4
2025 Q1	$10.1M	Buy	+21,836	New	+$9.44M	4.17%	4

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

Greenberg Financial Group's DIA Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025: 21,732 shares worth $10.4M. The stake represents 4.3% of the portfolio and ranks #4 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in DIA as recently as Q2 2025.

Greenberg Financial Group first reported a position in DIA in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.3M in Q2 2025. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Greenberg Financial Group held 21,732 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $10.4M as of Q4 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Greenberg Financial Group position in Q4 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 4.3% of Greenberg Financial Group's portfolio in Q4 2025, its #4 holding.
Greenberg Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11.3M in Q2 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 Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.