PBMares Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

PBMares Wealth Management’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 Q3	$219K	Buy	+471	New	+$212K	0.04%	185

Other funds holding DIA

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PBMares Wealth Management's DIA Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025: 471 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings.

1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

PBMares Wealth Management held 471 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $219K as of Q3 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new PBMares Wealth Management position in Q3 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #185 holding.
1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.