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

Moss Adams Wealth Advisors’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	-766	Closed	-$327K	–	221
2024 Q4	$327K	Hold	766	–	–	0.03%	141
2024 Q3	$325K	Hold	766	–	–	0.04%	136
2024 Q2	$300K	Sell	766 -30	-4%	-$11.6K	0.04%	117
2024 Q1	$317K	Sell	796 -4	-0.5%	-$1.54K	0.05%	104
2023 Q4	$304K	Sell	800 -2,485	-76%	-$868K	0.06%	81
2023 Q3	$1.1M	Hold	3,285	–	–	0.38%	24
2023 Q2	$1.13M	Hold	3,285	–	–	0.37%	28
2023 Q1	$1.1M	Hold	3,285	–	–	0.37%	26
2022 Q4	$1.09M	Buy	+3,285	New	+$1.07M	0.55%	32

Other funds holding DIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 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

Moss Adams Wealth Advisors's DIA Position: Q1 2025 in Review

Moss Adams Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 766 shares — an estimated $327K sold.

Moss Adams Wealth Advisors first reported a position in DIA in Q4 2022 and held it in 9 quarters. The position peaked at $1.13M in Q2 2023. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Moss Adams Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Moss Adams Wealth Advisors sold 766 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $327K.
Moss Adams Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 9 quarters.
Moss Adams Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.13M in Q2 2023.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.