NRI
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NFP Retirement Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

NFP Retirement Inc’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
-1,387
Closed -$611K – 304
2025
Q2 		$611K Hold
1,387
– – 0.04% 175
2025
Q1 		$582K Hold
1,387
– – 0.05% 167
2024
Q4 		$590K Buy
1,387
+93
+7% +$40.3K 0.05% 169
2024
Q3 		$548K Hold
1,294
– – 0.04% 179
2024
Q2 		$506K Hold
1,294
– – 0.04% 185
2024
Q1 		$515K Buy
+1,294
New +$499K 0.04% 177
2022
Q3 		– Sell
-1,470
Closed -$453K – 222
2022
Q2 		$453K Sell
1,470
-292
-17% -$95.5K 0.11% 144
2022
Q1 		$612K Buy
1,762
+254
+17% +$88.1K 0.14% 118
2021
Q4 		$548K Buy
1,508
+296
+24% +$105K 0.2% 81
2021
Q3 		$410K Sell
1,212
-30
-2% -$10.5K 0.17% 91
2021
Q2 		$428K Buy
+1,242
New +$424K 0.17% 89

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return