Pineridge Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Pineridge Advisors’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	–	Sell	-74	Closed	-$32.5K	–	484
2025 Q2	$32.5K	Buy	+74	New	+$30.7K	0.01%	131
2025 Q1	–	Sell	-355	Closed	-$151K	–	554
2024 Q4	$151K	Buy	355 +51	+17%	+$22.1K	0.06%	64
2024 Q3	$129K	Hold	304	–	–	0.05%	84
2024 Q2	$119K	Buy	+304	New	+$118K	0.04%	87

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

Pineridge Advisors's DIA Position: Q3 2025 in Review

Pineridge Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 74 shares — an estimated $32.5K sold.

Pineridge Advisors first reported a position in DIA in Q2 2024 and held it in 4 quarters. The position peaked at $151K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Pineridge Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Pineridge Advisors sold 74 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $32.5K.
Pineridge Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and held it in 4 quarters.
Pineridge Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $151K in Q4 2024.
1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.