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

Lowe Wealth 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	$21.3K	Hold	46	–	–	0.01%	202
2025 Q2	$20.3K	Hold	46	–	–	0.01%	201
2025 Q1	$19.3K	Hold	46	–	–	0.01%	198
2024 Q4	$19.6K	Buy	46 +10	+28%	+$4.33K	0.01%	183
2024 Q3	$15.2K	Hold	36	–	–	0.01%	192
2024 Q2	$14.1K	Hold	36	–	–	0.01%	195
2024 Q1	$14.3K	Hold	36	–	–	0.01%	186
2023 Q4	$13.6K	Hold	36	–	–	0.01%	191
2023 Q3	$12.1K	Hold	36	–	–	0.01%	190
2023 Q2	$12.4K	Hold	36	–	–	0.01%	201
2023 Q1	$12K	Hold	36	–	–	0.01%	195
2022 Q4	$11.9K	Hold	36	–	–	0.01%	200
2022 Q3	$10K	Hold	36	–	–	0.01%	196
2022 Q2	$11K	Hold	36	–	–	0.01%	178
2022 Q1	$12K	Hold	36	–	–	0.01%	184
2021 Q4	$13K	Hold	36	–	–	0.01%	175
2021 Q3	$12K	Hold	36	–	–	0.01%	173
2021 Q2	$12K	Hold	36	–	–	0.01%	174
2021 Q1	$12K	Hold	36	–	–	0.01%	165
2020 Q4	$11K	Hold	36	–	–	0.01%	169
2020 Q3	$10K	Hold	36	–	–	0.01%	161
2020 Q2	$9K	Hold	36	–	–	0.01%	160
2020 Q1	$8K	Hold	36	–	–	0.01%	160
2019 Q4	$10K	Buy	+36	New	+$9.92K	0.01%	163

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

Lowe Wealth Advisors's DIA Position: Q3 2025 in Review

Lowe Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2025 at 46 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #202.

Lowe Wealth Advisors first reported a position in DIA in Q4 2019 and has held it in 24 quarters since. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Lowe Wealth Advisors held 46 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $21.3K as of Q3 2025.
Lowe Wealth Advisors 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 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #202 holding.
Lowe Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 24 quarters since.
1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.