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Norris Perne & French’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Norris Perne & French’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
-488
Closed -$208K – 147
2024
Q4 		$208K Hold
488
– – 0.02% 140
2024
Q3 		$206K Buy
+488
New +$198K 0.01% 143
2023
Q1 		– Sell
-637
Closed -$211K – 136
2022
Q4 		$211K Buy
+637
New +$207K 0.02% 130
2018
Q4 		– Sell
-824
Closed -$218K – 126
2018
Q3 		$218K Sell
824
-200
-20% -$51.2K 0.03% 132
2018
Q2 		$249K Sell
1,024
-900
-47% -$221K 0.04% 125
2018
Q1 		$464K Hold
1,924
– – 0.07% 94
2017
Q4 		$476K Sell
1,924
-50
-3% -$11.8K 0.07% 96
2017
Q3 		$442K Hold
1,974
– – 0.07% 103
2017
Q2 		$421K Sell
1,974
-1,360
-41% -$285K 0.07% 102
2017
Q1 		$688K Sell
3,334
-1,775
-35% -$362K 0.13% 88
2016
Q4 		$1.01M Sell
5,109
-500
-9% -$94.3K 0.2% 79
2016
Q3 		$1.02M Sell
5,609
-410
-7% -$75.3K 0.21% 77
2016
Q2 		$1.08M Sell
6,019
-750
-11% -$133K 0.23% 72
2016
Q1 		$1.2M Buy
6,769
+1,900
+39% +$316K 0.25% 75
2015
Q4 		$847K Sell
4,869
-100
-2% -$17.5K 0.18% 83
2015
Q3 		$808K Sell
4,969
-150
-3% -$25.6K 0.19% 73
2015
Q2 		$900K Hold
5,119
– – 0.17% 77
2015
Q1 		$909K Sell
5,119
-175
-3% -$31.1K 0.17% 77
2014
Q4 		$942K Sell
5,294
-235
-4% -$40.7K 0.17% 82
2014
Q3 		$940K Hold
5,529
– – 0.18% 80
2014
Q2 		$928K Sell
5,529
-1,850
-25% -$307K 0.17% 81
2014
Q1 		$1.21M Buy
+7,379
New +$1.19M 0.24% 76

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

Norris Perne & French's DIA Position: Q1 2025 in Review

Norris Perne & French sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 488 shares — an estimated $208K sold.

Norris Perne & French first reported a position in DIA in Q1 2014 and held it in 22 quarters. The position peaked at $1.21M in Q1 2014. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Norris Perne & French reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Norris Perne & French sold 488 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $208K.
  • Norris Perne & French first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2014 and held it in 22 quarters.
  • Norris Perne & French's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.21M in Q1 2014.
  • 1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Norris Perne & French's 13F filing for Q1 2025, filed 21 Apr 2025.