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

Inspire 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
2026 Q1	$263K	Buy	568 +11	+2%	+$5.33K	0.02%	509
2025 Q4	$268K	Buy	557 +4	+0.7%	+$1.89K	0.02%	429
2025 Q3	$257K	Hold	553	–	–	0.02%	427
2025 Q2	$244K	Hold	553	–	–	0.03%	409
2025 Q1	$232K	Hold	553	–	–	0.03%	377
2024 Q4	$235K	Hold	553	–	–	0.03%	334
2024 Q3	$234K	Hold	553	–	–	0.03%	331
2024 Q2	$216K	Hold	553	–	–	0.03%	312
2024 Q1	$220K	Sell	553 -226	-29%	-$87.1K	0.03%	306
2023 Q4	$294K	Buy	+779	New	+$272K	0.04%	242
2022 Q2	–	Sell	-592	Closed	-$205K	–	132
2022 Q1	$205K	Buy	+592	New	+$205K	0.06%	91

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return