Lindbrook Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lindbrook Capital’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	$503K	Hold	1,199	–	–	0.05%	222
2024 Q4	$510K	Hold	1,199	–	–	0.05%	214
2024 Q3	$507K	Hold	1,199	–	–	0.04%	214
2024 Q2	$469K	Hold	1,199	–	–	0.04%	215
2024 Q1	$477K	Sell	1,199 -88	-7%	-$33.9K	0.04%	225
2023 Q4	$485K	Hold	1,287	–	–	0.05%	205
2023 Q3	$431K	Sell	1,287 -1,444	-53%	-$501K	0.05%	200
2023 Q2	$939K	Buy	2,731 +2,364	+644%	+$796K	0.1%	122
2023 Q1	$122K	Sell	367 -1,499	-80%	-$498K	0.01%	431
2022 Q4	$618K	Buy	1,866 +1	+0.1%	+$325	0.08%	159
2022 Q3	$536K	Sell	1,865 -104	-5%	-$33.1K	0.09%	126
2022 Q2	$606K	Buy	1,969 +1,892	+2,457%	+$619K	0.1%	126
2022 Q1	$27K	Hold	77	–	–	﹤0.01%	883
2021 Q4	$28K	Buy	+77	New	+$27.4K	﹤0.01%	904

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 $445B AUM 25.58% 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

Lindbrook Capital's DIA Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2025 at 1,199 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #222.

Lindbrook Capital first reported a position in DIA in Q4 2021 and has held it in 14 quarters since. The position peaked at $939K in Q2 2023. 1,257 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Lindbrook Capital held 1,199 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $503K as of Q1 2025.
Lindbrook Capital left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #222 holding.
Lindbrook Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $939K in Q2 2023.
1,257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.