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NewSquare Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

NewSquare Capital’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 		– Sell
-25
Closed -$11K – 448
2025
Q2 		$11K Hold
25
– – ﹤0.01% 629
2025
Q1 		$10.5K Sell
25
-108
-81% -$46.7K ﹤0.01% 539
2024
Q4 		$56.6K Buy
133
+108
+432% +$46.8K ﹤0.01% 185
2024
Q3 		$10.6K Sell
25
-25
-50% -$10.2K ﹤0.01% 215
2024
Q2 		$19.6K Sell
50
-138
-73% -$53.6K ﹤0.01% 197
2024
Q1 		$74.8K Hold
188
– – 0.01% 164
2023
Q4 		$70.9K Hold
188
– – 0.01% 176
2023
Q3 		$63K Sell
188
-20
-10% -$6.94K 0.01% 189
2023
Q2 		$71.5K Buy
208
+3
+1% +$1.01K 0.01% 185
2023
Q1 		$68.2K Buy
205
+155
+310% +$51.5K 0.01% 180
2022
Q4 		$16.6K Hold
50
– – ﹤0.01% 239
2022
Q3 		$14K Hold
50
– – ﹤0.01% 239
2022
Q2 		$15K Hold
50
– – ﹤0.01% 233
2022
Q1 		$17K Hold
50
– – ﹤0.01% 242
2021
Q4 		$18K Hold
50
– – ﹤0.01% 246
2021
Q3 		$17K Hold
50
– – ﹤0.01% 241
2021
Q2 		$17K Hold
50
– – ﹤0.01% 237
2021
Q1 		$17K Sell
50
-25
-33% -$7.89K ﹤0.01% 208
2020
Q4 		$23K Sell
75
-50
-40% -$14.6K ﹤0.01% 198
2020
Q3 		$35K Hold
125
– – 0.01% 176
2020
Q2 		$32K Hold
125
– – 0.01% 180
2020
Q1 		$27K Buy
125
+75
+150% +$19.9K 0.01% 198
2019
Q4 		$14K Hold
50
– – ﹤0.01% 217
2019
Q3 		$13K Hold
50
– – ﹤0.01% 184
2019
Q2 		$13K Sell
50
-50
-50% -$13.1K ﹤0.01% 239
2019
Q1 		$26K Hold
100
– – 0.01% 195
2018
Q4 		$23K Buy
+100
New +$25K ﹤0.01% 189

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NewSquare Capital's DIA Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 25 shares — an estimated $11K sold.

NewSquare Capital first reported a position in DIA in Q4 2018 and held it in 27 quarters. The position peaked at $74.8K in Q1 2024. 1,287 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

  • NewSquare Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 25 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $11K.
  • NewSquare Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 27 quarters.
  • NewSquare Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $74.8K in Q1 2024.
  • 1,287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.