Greenup Street Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Greenup Street Wealth Management’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	-8,699	Closed	-$3.7M	–	105
2024 Q4	$3.7M	Buy	+8,699	New	+$3.77M	0.74%	31
2024 Q2	–	Sell	-8,245	Closed	-$4.31M	–	87
2024 Q1	$4.31M	Buy	+8,245	New	+$3.18M	1.08%	24
2023 Q3	–	Sell	-5,484	Closed	-$1.89M	–	84
2023 Q2	$1.89M	Buy	+5,484	New	+$1.85M	0.52%	42
2023 Q1	–	Sell	-11,836	Closed	-$3.92M	–	78
2022 Q4	$3.92M	Buy	+11,836	New	+$3.85M	1.64%	19

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 $445B AUM 25.58% 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

Greenup Street Wealth Management's DIA Position: Q1 2025 in Review

Greenup Street Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 8,699 shares — an estimated $3.7M sold.

Greenup Street Wealth Management first reported a position in DIA in Q4 2022 and held it in 4 quarters. The position peaked at $4.31M in Q1 2024. 1,257 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Greenup Street Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Greenup Street Wealth Management sold 8,699 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $3.7M.
Greenup Street Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 4 quarters.
Greenup Street Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.31M in Q1 2024.
1,257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Greenup Street Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.