Grey Fox Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Grey Fox Wealth Advisors’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 Q2	–	Sell	-607	Closed	-$256K	–	138
2025 Q1	$256K	Buy	607 +3	+0.5%	+$1.3K	0.07%	111
2024 Q4	$258K	Buy	604 +2	+0.3%	+$866	0.07%	112
2024 Q3	$256K	Buy	602 +2	+0.3%	+$813	0.07%	109
2024 Q2	$235K	Buy	600 +3	+0.5%	+$1.17K	0.08%	114
2024 Q1	$238K	Buy	+597	New	+$230K	0.09%	115
2023 Q2	–	Sell	-586	Closed	-$195K	–	209
2023 Q1	$195K	Hold	586	–	–	0.12%	101
2022 Q4	$194K	Buy	+586	New	+$190K	0.13%	96

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Grey Fox Wealth Advisors's DIA Position: Q2 2025 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 607 shares — an estimated $256K sold.

Grey Fox Wealth Advisors first reported a position in DIA in Q4 2022 and held it in 7 quarters. The position peaked at $258K in Q4 2024. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Grey Fox Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 607 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $256K.
Grey Fox Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 7 quarters.
Grey Fox Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $258K in Q4 2024.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.