Nikulski Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Nikulski Financial’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	–	Sell	-552	Closed	-$256K	–	169
2025 Q3	$256K	Hold	552	–	–	0.06%	138
2025 Q2	$243K	Hold	552	–	–	0.07%	134
2025 Q1	$232K	Hold	552	–	–	0.07%	123
2024 Q4	$235K	Hold	552	–	–	0.07%	123
2024 Q3	$234K	Hold	552	–	–	0.07%	120
2024 Q2	$216K	Hold	552	–	–	0.07%	119
2024 Q1	$220K	Hold	552	–	–	0.07%	123
2023 Q4	$208K	Buy	+552	New	+$193K	0.08%	130
2021 Q4	–	Sell	-645	Closed	-$218K	–	126
2021 Q3	$218K	Hold	645	–	–	0.1%	111
2021 Q2	$224K	Hold	645	–	–	0.1%	113
2021 Q1	$213K	Buy	+645	New	+$204K	0.11%	116
2020 Q3	–	Sell	-865	Closed	-$223K	–	105
2020 Q2	$223K	Buy	+865	New	+$213K	0.16%	100
2020 Q1	–	Sell	-1,325	Closed	-$381K	–	100
2019 Q4	$381K	Hold	1,325	–	–	0.28%	61
2019 Q3	$355K	Hold	1,325	–	–	0.3%	63
2019 Q2	$361K	Sell	1,325 -75	-5%	-$19.6K	0.31%	59
2019 Q1	$363K	Hold	1,400	–	–	0.35%	54
2018 Q4	$326K	Buy	1,400 +15	+1%	+$3.74K	0.34%	53
2018 Q3	$348K	Sell	1,385 -335	-19%	-$85.8K	0.32%	53
2018 Q2	$417K	Hold	1,720	–	–	0.38%	50
2018 Q1	$415K	Buy	1,720 +300	+21%	+$75.4K	0.41%	49
2017 Q4	$351K	Buy	+1,420	New	+$336K	0.38%	54

Other funds holding DIA

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Nikulski Financial's DIA Position: Q4 2025 in Review

Nikulski Financial sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 552 shares — an estimated $256K sold.

Nikulski Financial first reported a position in DIA in Q4 2017 and held it in 21 quarters. The position peaked at $417K in Q2 2018. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Nikulski Financial reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
Nikulski Financial sold 552 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $256K.
Nikulski Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 21 quarters.
Nikulski Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $417K in Q2 2018.
1,385 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Nikulski Financial's 13F filing for Q4 2025, filed 15 Jan 2026.