Harfst & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Harfst & Associates’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	-443	Closed	-$205K	–	112
2025 Q3	$205K	Buy	+443	New	+$200K	0.04%	110
2023 Q3	–	Sell	-592	Closed	-$204K	–	93
2023 Q2	$204K	Buy	+592	New	+$199K	0.05%	90
2022 Q2	–	Sell	-592	Closed	-$205K	–	110
2022 Q1	$205K	Hold	592	–	–	0.05%	119
2021 Q4	$215K	Hold	592	–	–	0.05%	119
2021 Q3	$200K	Hold	592	–	–	0.06%	126
2021 Q2	$204K	Buy	+592	New	+$202K	0.06%	129
2020 Q2	–	Sell	-2,017	Closed	-$442K	–	104
2020 Q1	$442K	Sell	2,017 -180	-8%	-$47.8K	0.22%	64
2019 Q4	$626K	Sell	2,197 -200	-8%	-$55.1K	0.24%	60
2019 Q3	$645K	Sell	2,397 -100	-4%	-$26.7K	0.27%	51
2019 Q2	$663K	Hold	2,497	–	–	0.27%	45
2019 Q1	$647K	Buy	2,497 +270	+12%	+$67.9K	0.28%	40
2018 Q4	$519K	Buy	+2,227	New	+$556K	0.25%	40

Other funds holding DIA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Harfst & Associates's DIA Position: Q4 2025 in Review

Harfst & Associates sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 443 shares — an estimated $205K sold.

Harfst & Associates first reported a position in DIA in Q4 2018 and held it in 12 quarters. The position peaked at $663K in Q2 2019. 1,384 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Harfst & Associates reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
Harfst & Associates sold 443 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $205K.
Harfst & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 12 quarters.
Harfst & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $663K in Q2 2019.
1,384 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Harfst & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.