Moloney Securities Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Moloney Securities Asset Management’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	$287K	Sell	619 -94	-13%	-$42.4K	0.03%	370
2025 Q2	$314K	Sell	713 -59	-8%	-$24.5K	0.04%	353
2025 Q1	$324K	Sell	772 -14,716	-95%	-$6.36M	0.04%	341
2024 Q4	$6.59M	Buy	15,488 +14,633	+1,711%	+$6.33M	0.88%	18
2024 Q3	$362K	Sell	855 -200	-19%	-$81.3K	0.05%	327
2024 Q2	$413K	Sell	1,055 -5	-0.5%	-$1.94K	0.06%	299
2024 Q1	$422K	Sell	1,060 -44	-4%	-$17K	0.06%	291
2023 Q4	$416K	Buy	1,104 +85	+8%	+$29.7K	0.07%	276
2023 Q3	$341K	Sell	1,019 -224	-18%	-$77.7K	0.06%	291
2023 Q2	$427K	Buy	1,243 +252	+25%	+$84.8K	0.08%	257
2023 Q1	$330K	Buy	+991	New	+$329K	0.06%	306

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

Moloney Securities Asset Management's DIA Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 13% in Q3 2025, selling an estimated $42.4K and leaving 619 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #370.

Moloney Securities Asset Management first reported a position in DIA in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.59M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Moloney Securities Asset Management held 619 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $287K as of Q3 2025.
Moloney Securities Asset Management sold 94 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $42.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #370 holding.
Moloney Securities Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 11 quarters since.
Moloney Securities Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.59M in Q4 2024.
1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.