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Nicholas Hoffman & Company’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Nicholas Hoffman & Company’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
-550
Closed -$234K – 294
2024
Q4 		$234K Hold
550
– – 0.01% 261
2024
Q3 		$233K Hold
550
– – 0.01% 267
2024
Q2 		$215K Hold
550
– – 0.01% 271
2024
Q1 		$219K Sell
550
-17
-3% -$6.55K 0.01% 270
2023
Q4 		$214K Buy
+567
New +$198K 0.01% 269

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 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

Nicholas Hoffman & Company's DIA Position: Q1 2025 in Review

Nicholas Hoffman & Company sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 550 shares — an estimated $234K sold.

Nicholas Hoffman & Company first reported a position in DIA in Q4 2023 and held it in 5 quarters. The position peaked at $234K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Nicholas Hoffman & Company reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 550 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $234K.
  • Nicholas Hoffman & Company first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 5 quarters.
  • Nicholas Hoffman & Company's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $234K in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2025, filed 2 May 2025.