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Legacy Investment Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Legacy Investment Solutions’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
Q2 		$85.7K Buy
+194
New +$80.5K 0.04% 118
2024
Q4 		$26.6K Buy
60
+52
+650% +$22.5K 0.02% 181
2024
Q3 		$3.52K Buy
+8
New +$3.25K ﹤0.01% 427

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Investment Solutions's DIA Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025: 194 shares worth $85.7K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DIA as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DIA in Q3 2024 and has held it in 3 quarters since. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

  • Legacy Investment Solutions held 194 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $85.7K as of Q2 2025.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Legacy Investment Solutions's portfolio in Q2 2025, its #118 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 3 quarters since.
  • 1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.