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

Marcum Wealth’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	–	Sell	-886	Closed	-$377K	–	409
2024 Q4	$377K	Buy	+886	New	+$384K	0.03%	239
2024 Q1	–	Sell	-610	Closed	-$230K	–	400
2023 Q4	$230K	Buy	+610	New	+$213K	0.02%	309
2022 Q1	–	Sell	-968	Closed	-$352K	–	382
2021 Q4	$352K	Buy	968 +113	+13%	+$40.1K	0.05%	222
2021 Q3	$289K	Buy	+855	New	+$299K	0.05%	241

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

Marcum Wealth's DIA Position: Q1 2025 in Review

Marcum Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 886 shares — an estimated $377K sold.

Marcum Wealth first reported a position in DIA in Q3 2021 and held it in 4 quarters. The position peaked at $377K in Q4 2024. 1,256 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Marcum Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Marcum Wealth sold 886 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $377K.
Marcum Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and held it in 4 quarters.
Marcum Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $377K in Q4 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 Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.