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

Partners in Financial Planning’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	-485	Closed	-$207K	–	103
2024 Q4	$207K	Sell	485 -44	-8%	-$19K	0.04%	107
2024 Q3	$224K	Sell	529 -27	-5%	-$11K	0.05%	102
2024 Q2	$218K	Buy	556 +2	+0.4%	+$776	0.05%	100
2024 Q1	$220K	Buy	554 +2	+0.4%	+$770	0.05%	99
2023 Q4	$208K	Buy	+552	New	+$193K	0.05%	103

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Partners in Financial Planning's DIA Position: Q1 2025 in Review

Partners in Financial Planning sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 485 shares — an estimated $207K sold.

Partners in Financial Planning first reported a position in DIA in Q4 2023 and held it in 5 quarters. The position peaked at $224K in Q3 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Partners in Financial Planning reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Partners in Financial Planning sold 485 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $207K.
Partners in Financial Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 5 quarters.
Partners in Financial Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $224K in Q3 2024.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Partners in Financial Planning's 13F filing for Q1 2025, filed 30 Apr 2025.