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

Norris Financial Group’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
2022
Q1 		– Sell
-784
Closed -$285K – 90
2021
Q4 		$285K Sell
784
-56
-7% -$19.9K 0.17% 70
2021
Q3 		$284K Sell
840
-173
-17% -$60.4K 0.19% 70
2021
Q2 		$349K Buy
+1,013
New +$346K 0.24% 69

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norris Financial Group's DIA Position: Q1 2022 in Review

Norris Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2022, closing a stake of 784 shares — an estimated $285K sold.

Norris Financial Group first reported a position in DIA in Q2 2021 and held it in 3 quarters. The position peaked at $349K in Q2 2021. 988 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

  • Norris Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2022 after selling out during the quarter.
  • Norris Financial Group sold 784 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2022, an estimated $285K.
  • Norris Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 3 quarters.
  • Norris Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $349K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on Norris Financial Group's 13F filing for Q1 2022, filed 20 May 2026.