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

Marshall Wace’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 Q4	–	Sell	-79	Closed	-$37.4K	–	3069
2025 Q3	$36.6K	Buy	+79	New	+$35.6K	﹤0.01%	2748
2024 Q4	–	Sell	-639	Closed	-$270K	–	2666
2024 Q3	$270K	Hold	639	–	–	﹤0.01%	2193
2024 Q2	$250K	Buy	+639	New	+$248K	﹤0.01%	2224
2023 Q2	–	Sell	-44,483	Closed	-$15M	–	2559
2023 Q1	$14.8M	Buy	+44,483	New	+$14.8M	0.03%	572
2022 Q1	–	Sell	-50,195	Closed	-$17.4M	–	3474
2021 Q4	$18.2M	Buy	+50,195	New	+$17.8M	0.03%	525
2021 Q3	–	Sell	-3,329	Closed	-$1.15M	–	3092
2021 Q2	$1.15M	Buy	+3,329	New	+$1.14M	0.01%	1743
2021 Q1	–	Sell	-6,574	Closed	-$2.08M	–	2549
2020 Q4	$2.01M	Buy	+6,574	New	+$1.91M	0.01%	950
2020 Q3	–	Sell	-15,618	Closed	-$4.27M	–	1639
2020 Q2	$4.03M	Sell	15,618 -1,306	-8%	-$321K	0.03%	548
2020 Q1	$3.71M	Sell	16,924 -32,727	-66%	-$8.69M	0.04%	457
2019 Q4	$14.2M	Buy	+49,651	New	+$13.7M	0.1%	240
2018 Q2	–	Sell	-936	Closed	-$226K	–	728
2018 Q1	$226K	Buy	+936	New	+$235K	0.01%	506

Other funds holding DIA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Marshall Wace's DIA Position: Q4 2025 in Review

Marshall Wace sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 79 shares — an estimated $37.4K sold.

Marshall Wace first reported a position in DIA in Q1 2018 and held it in 11 quarters. The position peaked at $18.2M in Q4 2021. 1,382 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Marshall Wace reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 79 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $37.4K.
Marshall Wace first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and held it in 11 quarters.
Marshall Wace's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $18.2M in Q4 2021.
1,382 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.