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

Members 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
-468
Closed -$208K – 106
2024
Q4 		$208K Buy
+468
New +$203K 0.16% 106

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Members Wealth's DIA Position: Q1 2025 in Review

Members Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 468 shares — an estimated $208K sold.

Members Wealth first reported a position in DIA in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Members Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Members Wealth sold 468 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $208K.
  • Members Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and held it in 1 quarter.
  • Members Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $208K in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Members Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.