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

Monterey Private 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 		$357K Buy
851
+2
+0.2% +$865 0.11% 85
2024
Q4 		$361K Sell
849
-1
-0.1% -$433 0.12% 83
2024
Q3 		$360K Buy
850
+1
+0.1% +$406 0.12% 79
2024
Q2 		$332K Buy
849
+2
+0.2% +$776 0.12% 81
2024
Q1 		$337K Buy
847
+2
+0.2% +$770 0.14% 77
2023
Q4 		$318K Buy
845
+2
+0.2% +$699 0.14% 72
2023
Q3 		$282K Buy
843
+2
+0.2% +$694 0.14% 71
2023
Q2 		$289K Buy
841
+2
+0.2% +$673 0.14% 75
2023
Q1 		$279K Buy
839
+64
+8% +$21.3K 0.14% 82
2022
Q4 		$257K Buy
775
+77
+11% +$25K 0.14% 84
2022
Q3 		$204K Buy
698
+1
+0.1% +$318 0.12% 92
2022
Q2 		$215K Buy
697
+1
+0.1% +$327 0.12% 92
2022
Q1 		$245K Hold
696
– – 0.12% 101
2021
Q4 		$253K Sell
696
-42
-6% -$14.9K 0.13% 94
2021
Q3 		$253K Buy
738
+1
+0.1% +$349 0.14% 86
2021
Q2 		$254K Hold
737
– – 0.15% 84
2021
Q1 		$250K Buy
737
+2
+0.3% +$631 0.14% 83
2020
Q4 		$225K Buy
735
+1
+0.1% +$291 0.13% 81
2020
Q3 		$204K Buy
+734
New +$201K 0.13% 82

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

Monterey Private Wealth's DIA Position: Q1 2025 in Review

Monterey Private Wealth increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.24% in Q1 2025, buying an estimated $865 and bringing the position to 851 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #85.

Monterey Private Wealth first reported a position in DIA in Q3 2020 and has held it in 19 quarters since. The position peaked at $361K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Monterey Private Wealth held 851 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $357K as of Q1 2025.
  • Monterey Private Wealth bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $865.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Monterey Private Wealth's portfolio in Q1 2025, its #85 holding.
  • Monterey Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 19 quarters since.
  • Monterey Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $361K 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 Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.