Lane & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lane & Associates’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	$873K	Sell	2,079 -1	-0%	-$432	0.47%	43
2024 Q4	$926K	Sell	2,080 -169	-8%	-$73.2K	0.48%	43
2024 Q3	$951K	Sell	2,249 -425	-16%	-$173K	0.52%	43
2024 Q2	$1.05M	Sell	2,674 -33	-1%	-$12.8K	0.62%	39
2024 Q1	$1.08M	Buy	2,707 +2	+0.1%	+$770	0.68%	35
2023 Q4	$1.02M	Sell	2,705 -63	-2%	-$22K	0.74%	32
2023 Q3	$927K	Sell	2,768 -53	-2%	-$18.4K	0.75%	33
2023 Q2	$970K	Buy	2,821 +6	+0.2%	+$2.02K	0.77%	35
2023 Q1	$936K	Sell	2,815 -167	-6%	-$55.5K	0.83%	31
2022 Q4	$988K	Buy	+2,982	New	+$969K	0.94%	28

Other funds holding DIA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lane & Associates's DIA Position: Q1 2025 in Review

Lane & Associates reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.05% in Q1 2025, selling an estimated $432 and leaving 2,079 shares worth $873K. The position accounts for 0.47% of the portfolio, ranked #43.

Lane & Associates first reported a position in DIA in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2024. 1,256 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Lane & Associates held 2,079 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $873K as of Q1 2025.
Lane & Associates sold 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q1 2025, an estimated $432.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.47% of Lane & Associates's portfolio in Q1 2025, its #43 holding.
Lane & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.08M in Q1 2024.
1,256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.