Jim Simons’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Jim Simons’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	-5,500	Closed	-$2.55M	–	3349
2025 Q3	$2.55M	Sell	5,500 -4,500	-45%	-$2.03M	﹤0.01%	1913
2025 Q2	$4.41M	Buy	+10,000	New	+$4.15M	0.01%	1599
2024 Q1	–	Sell	-16,300	Closed	-$6.14M	–	3776
2023 Q4	$6.14M	Buy	+16,300	New	+$5.7M	0.01%	1219
2022 Q3	–	Sell	-4,100	Closed	-$1.26M	–	4081
2022 Q2	$1.26M	Buy	+4,100	New	+$1.34M	﹤0.01%	2551
2021 Q1	–	Sell	-10,300	Closed	-$3.15M	–	3386
2020 Q4	$3.15M	Buy	10,300 +5,700	+124%	+$1.66M	﹤0.01%	1863
2020 Q3	$1.28M	Buy	+4,600	New	+$1.26M	﹤0.01%	2380
2020 Q1	–	Sell	-2,300	Closed	-$656K	–	3503
2019 Q4	$656K	Buy	+2,300	New	+$634K	﹤0.01%	2800
2019 Q1	–	Sell	-2,000	Closed	-$466K	–	3489
2018 Q4	$466K	Sell	2,000 -5,500	-73%	-$1.37M	﹤0.01%	2888
2018 Q3	$1.98M	Buy	+7,500	New	+$1.92M	﹤0.01%	2277
2018 Q1	–	Sell	-14,500	Closed	-$3.59M	–	3399
2017 Q4	$3.59M	Buy	+14,500	New	+$3.43M	﹤0.01%	2011

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 $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $304B AUM 35.64% 1-Year Est. Return

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

Jim Simons's DIA Position: Q4 2025 in Review

Jim Simons sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 5,500 shares — an estimated $2.55M sold.

Jim Simons first reported a position in DIA in Q4 2017 and held it in 10 quarters. The position peaked at $6.14M in Q4 2023. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Jim Simons reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 5,500 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $2.55M.
Jim Simons first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 10 quarters.
Jim Simons's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.14M in Q4 2023.
1,385 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.