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Laird Norton Wetherby Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		$1.19M Hold
2,558
– – 0.05% 341
2025
Q2 		$1.13M Buy
+2,558
New +$1.06M 0.05% 328
2024
Q4 		$1.1M Hold
2,588
– – 0.05% 316
2024
Q3 		$1.1M Hold
2,588
– – 0.05% 330
2024
Q2 		$1.01M Buy
2,588
+17
+0.7% +$6.6K 0.05% 349
2024
Q1 		$1.02M Buy
2,571
+15
+0.6% +$5.78K 0.05% 356
2023
Q4 		$963K Buy
2,556
+88
+4% +$30.8K 0.05% 360
2023
Q3 		$827K Sell
2,468
-414
-14% -$144K 0.05% 375
2023
Q2 		$991K Buy
2,882
+414
+17% +$139K 0.05% 344
2023
Q1 		$821K Hold
2,468
– – 0.05% 380
2022
Q4 		$818K Sell
2,468
-362
-13% -$118K 0.05% 366
2022
Q3 		$813K Buy
2,830
+362
+15% +$115K 0.06% 336
2022
Q2 		$760K Hold
2,468
– – 0.05% 359
2022
Q1 		$856K Hold
2,468
– – 0.05% 350
2021
Q4 		$897K Hold
2,468
– – 0.05% 341
2021
Q3 		$834K Hold
2,468
– – 0.05% 349
2021
Q2 		$851K Buy
2,468
+1,503
+156% +$513K 0.05% 347
2021
Q1 		$319K Sell
965
-1,500
-61% -$473K 0.02% 587
2020
Q4 		$754K Buy
2,465
+1,500
+155% +$437K 0.05% 345
2020
Q3 		$268K Sell
965
-25
-3% -$6.83K 0.02% 552
2020
Q2 		$255K Buy
+990
New +$243K 0.02% 572
2019
Q2 		– Sell
-1,565
Closed -$406K – 684
2019
Q1 		$406K Sell
1,565
-159
-9% -$40K 0.05% 419
2018
Q4 		$402K Hold
1,724
– – 0.06% 384
2018
Q3 		$456K Sell
1,724
-50
-3% -$12.8K 0.06% 389
2018
Q2 		$431K Buy
1,774
+270
+18% +$66.3K 0.06% 382
2018
Q1 		$363K Buy
1,504
+325
+28% +$81.6K 0.05% 434
2017
Q4 		$292K Buy
1,179
+190
+19% +$45K 0.04% 478
2017
Q3 		$221K Buy
+989
New +$216K 0.03% 532

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DIA Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2025 at 2,558 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #341.

Laird Norton Wetherby Wealth Management first reported a position in DIA in Q3 2017 and has held it in 28 quarters since. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 2,558 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.19M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2025.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #341 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and has held it in 28 quarters since.
  • 1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.