Nalls Sherbakoff Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Nalls Sherbakoff Group’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	$57.7K	Hold	120	–	–	0.04%	185
2025 Q3	$55.6K	Hold	120	–	–	0.04%	199
2025 Q2	$52.9K	Hold	120	–	–	0.04%	194
2025 Q1	$50.4K	Buy	+120	New	+$51.9K	0.04%	185
2023 Q4	$15.1K	Hold	40	–	–	0.01%	253
2023 Q3	$13.4K	Hold	40	–	–	0.01%	251
2023 Q2	$13.2K	Hold	40	–	–	0.01%	253
2023 Q1	$13.1K	Buy	+40	New	+$13.3K	0.01%	260
2018 Q4	$9K	Buy	+40	New	+$9.98K	0.01%	273

Other funds holding DIA

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nalls Sherbakoff Group's DIA Position: Q4 2025 in Review

Nalls Sherbakoff Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2025 at 120 shares worth $57.7K. The position accounts for 0.04% of the portfolio, ranked #185.

Nalls Sherbakoff Group first reported a position in DIA in Q4 2018 and has held it in 9 quarters since. 1,383 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Nalls Sherbakoff Group held 120 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $57.7K as of Q4 2025.
Nalls Sherbakoff Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #185 holding.
Nalls Sherbakoff Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 9 quarters since.
1,383 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.