Paloma Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-3,400	Closed	-$1.44M	–	491
2024 Q3	$1.44M	Sell	3,400 -21,000	-86%	-$8.53M	0.04%	340
2024 Q2	$9.54M	Buy	+24,400	New	+$9.47M	0.27%	52
2024 Q1	–	Sell	-1,700	Closed	-$641K	–	850
2023 Q4	$641K	Sell	1,700 -22,900	-93%	-$8M	0.02%	496
2023 Q3	$8.24M	Buy	+24,600	New	+$8.53M	0.29%	59
2023 Q2	–	Sell	-19,800	Closed	-$6.59M	–	805
2023 Q1	$6.59M	Buy	19,800 +4,400	+29%	+$1.46M	0.23%	72
2022 Q4	$5.1M	Buy	15,400 +14,600	+1,825%	+$4.75M	0.23%	69
2022 Q3	$230K	Buy	+800	New	+$254K	0.01%	681
2019 Q3	–	Sell	-34,100	Closed	-$9.06M	–	2020
2019 Q2	$9.06M	Sell	34,100 -21,000	-38%	-$5.48M	0.15%	117
2019 Q1	$14.3M	Buy	55,100 +35,200	+177%	+$8.85M	0.35%	40
2018 Q4	$4.64M	Buy	19,900 +11,500	+137%	+$2.87M	0.14%	105
2018 Q3	$2.22M	Buy	+8,400	New	+$2.15M	0.04%	418
2014 Q4	–	Sell	-75,000	Closed	-$12.8M	–	1191
2014 Q3	$12.8M	Buy	+75,000	New	+$12.7M	0.59%	33

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

Paloma Partners's DIA Position: Q2 2025 in Review

Paloma Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 2,857 shares — an estimated $1.2M sold.

Paloma Partners first reported a position in DIA in Q2 2016 and held it in 23 quarters. The position peaked at $12.2M in Q4 2016. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Paloma Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
Paloma Partners sold 2,857 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $1.2M.
Paloma Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and held it in 23 quarters.
Paloma Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $12.2M in Q4 2016.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Paloma Partners's 13F filing for Q2 2025, filed 14 Aug 2025.