Marshall & Sullivan’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Marshall & Sullivan’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	-153	Closed	-$67.4K	–	55
2025 Q2	$67.4K	Buy	+153	New	+$63.5K	0.03%	66

Other funds holding DIA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Marshall & Sullivan's DIA Position: Q3 2025 in Review

Marshall & Sullivan sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 153 shares — an estimated $67.4K sold.

Marshall & Sullivan first reported a position in DIA in Q2 2025 and held it in 1 quarter. The position peaked at $67.4K in Q2 2025. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Marshall & Sullivan reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 153 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $67.4K.
Marshall & Sullivan first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and held it in 1 quarter.
Marshall & Sullivan's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $67.4K in Q2 2025.
1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.