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

Northwest Financial Advisors’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 Q2	–	Sell	-2,473	Closed	-$1.04M	–	104
2025 Q1	$1.04M	Buy	2,473 +12	+0.5%	+$5.19K	0.86%	30
2024 Q4	$1.05M	Buy	2,461 +10	+0.4%	+$4.33K	0.86%	29
2024 Q3	$1.04M	Sell	2,451 -17	-0.7%	-$6.91K	0.83%	23
2024 Q2	$965K	Buy	2,468 +11	+0.4%	+$4.27K	0.98%	23
2024 Q1	$977K	Buy	2,457 +11	+0.4%	+$4.24K	1.07%	21
2023 Q4	$922K	Buy	+2,446	New	+$855K	0.78%	22

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwest Financial Advisors's DIA Position: Q2 2025 in Review

Northwest Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 2,473 shares — an estimated $1.04M sold.

Northwest Financial Advisors first reported a position in DIA in Q4 2023 and held it in 6 quarters. The position peaked at $1.05M in Q4 2024. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Northwest Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
Northwest Financial Advisors sold 2,473 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $1.04M.
Northwest Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 6 quarters.
Northwest Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.05M in Q4 2024.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.