Lion Street Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lion Street Advisors’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	–	Sell	-2,081	Closed	-$917K	–	268
2025 Q2	$917K	Sell	2,081 -429	-17%	-$178K	0.28%	83
2025 Q1	$1.05M	Buy	2,510 +259	+12%	+$112K	0.34%	66
2024 Q4	$958K	Buy	2,251 +323	+17%	+$140K	0.31%	70
2024 Q3	$816K	Buy	1,928 +689	+56%	+$280K	0.28%	78
2024 Q2	$484K	Buy	+1,239	New	+$481K	0.18%	123

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Lion Street Advisors's DIA Position: Q3 2025 in Review

Lion Street Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 2,081 shares — an estimated $917K sold.

Lion Street Advisors first reported a position in DIA in Q2 2024 and held it in 5 quarters. The position peaked at $1.05M in Q1 2025. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Lion Street Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 2,081 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $917K.
Lion Street Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and held it in 5 quarters.
Lion Street Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.05M in Q1 2025.
1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.