Marino Stram & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Marino Stram & Associates’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
2026 Q1	$237K	Buy	511 +2	+0.4%	+$969	0.04%	169
2025 Q4	$245K	Buy	509 +2	+0.4%	+$946	0.04%	165
2025 Q3	$235K	Buy	507 +2	+0.4%	+$901	0.04%	174
2025 Q2	$223K	Buy	+505	New	+$210K	0.04%	167
2019 Q2	–	Sell	-210	Closed	-$54K	–	199
2019 Q1	$54K	Buy	210 +1	+0.5%	+$252	0.04%	150
2018 Q4	$49K	Buy	209 +1	+0.5%	+$250	0.04%	150
2018 Q3	$55K	Buy	208 +1	+0.5%	+$256	0.04%	161
2018 Q2	$50K	Buy	207 +1	+0.5%	+$246	0.04%	163
2018 Q1	$50K	Buy	206 +2	+1%	+$502	0.05%	164
2017 Q4	$51K	Buy	+204	New	+$48.3K	0.05%	169

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return