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

Heritage Wealth 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
2025 Q1	$2.83M	Sell	6,740 -3,996	-37%	-$1.73M	4.31%	6
2024 Q4	$4.57M	Buy	10,736 +976	+10%	+$422K	5.73%	4
2024 Q3	$4.13M	Sell	9,760 -1,717	-15%	-$698K	4.86%	4
2024 Q2	$4.49M	Buy	11,477 +5,391	+89%	+$2.09M	6.5%	3
2024 Q1	$2.29M	Hold	6,086	–	–	4.68%	5
2023 Q4	$2.29M	Sell	6,086 -1,256	-17%	-$439K	4.68%	5
2023 Q3	$2.46M	Buy	7,342 +4,408	+150%	+$1.53M	5.25%	4
2023 Q2	$1.01M	Buy	+2,934	New	+$987K	0.59%	38

Other funds holding DIA

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 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

Heritage Wealth Partners's DIA Position: Q1 2025 in Review

Heritage Wealth Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 37% in Q1 2025, selling an estimated $1.73M and leaving 6,740 shares worth $2.83M. The position accounts for 4.31% of the portfolio, ranked #6.

Heritage Wealth Partners first reported a position in DIA in Q2 2023 and has held it in 8 quarters since. The position peaked at $4.57M in Q4 2024. 1,258 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Heritage Wealth Partners held 6,740 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.83M as of Q1 2025.
Heritage Wealth Partners sold 3,996 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $1.73M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 4.31% of Heritage Wealth Partners's portfolio in Q1 2025, its #6 holding.
Heritage Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 8 quarters since.
Heritage Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.57M in Q4 2024.
1,258 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.