Novak & Powell Financial Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Novak & Powell Financial Services’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
2026 Q1	$3.68M	Buy	7,951 +28	+0.4%	+$13.6K	1.98%	10
2025 Q4	$3.81M	Buy	7,923 +31	+0.4%	+$14.7K	1.99%	11
2025 Q3	$3.66M	Sell	7,892 -112	-1%	-$50.5K	1.92%	11
2025 Q2	$3.53M	Buy	8,004 +4	+0.1%	+$1.66K	2.45%	10
2025 Q1	$3.36M	Buy	8,000 +77	+1%	+$33.3K	2.09%	11
2024 Q4	$3.37M	Sell	7,923 -544	-6%	-$235K	2.01%	11
2024 Q3	$3.58M	Buy	8,467 +91	+1%	+$37K	2.08%	11
2024 Q2	$3.28M	Buy	8,376 +29	+0.3%	+$11.3K	2.03%	11
2024 Q1	$3.32M	Buy	8,347 +34	+0.4%	+$13.1K	2.48%	9
2023 Q4	$3.13M	Buy	+8,313	New	+$2.9M	2.09%	10

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return