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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NFP Retirement Inc's DIA Position: Q3 2025 in Review

NFP Retirement Inc sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 1,387 shares — an estimated $611K sold.

NFP Retirement Inc first reported a position in DIA in Q2 2021 and held it in 11 quarters. The position peaked at $612K in Q1 2022. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

NFP Retirement Inc reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
NFP Retirement Inc sold 1,387 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $611K.
NFP Retirement Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 11 quarters.
NFP Retirement Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $612K in Q1 2022.
1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.