HWP
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return