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

&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
2026 Q1	$16.3M	Buy	35,294 +900	+3%	+$436K	0.08%	231
2025 Q4	$16.5M	Buy	34,394 +4,872	+17%	+$2.3M	0.09%	212
2025 Q3	$13.7M	Buy	29,522 +16,696	+130%	+$7.53M	0.09%	219
2025 Q2	$5.64M	Buy	12,826 +3,667	+40%	+$1.52M	0.04%	342
2025 Q1	$3.81M	Buy	9,159 +2,266	+33%	+$980K	0.04%	353
2024 Q4	$2.94M	Buy	6,893 +1,995	+41%	+$864K	0.04%	388
2024 Q3	$2.07M	Buy	4,898 +4,236	+640%	+$1.72M	0.04%	360
2024 Q2	$259K	Buy	+662	New	+$257K	0.01%	764

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