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

Pitti Group 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	–	Sell	-804	Closed	-$354K	–	78
2025 Q2	$354K	Buy	804 +1	+0.1%	+$415	0.31%	53
2025 Q1	$337K	Buy	803 +1	+0.1%	+$432	0.35%	53
2024 Q4	$341K	Buy	802 +33	+4%	+$14.3K	0.35%	55
2024 Q3	$290K	Hold	769	–	–	0.32%	54
2024 Q2	$290K	Sell	769 -21	-3%	-$8.15K	0.32%	54
2024 Q1	$304K	Buy	790 +21	+3%	+$8.09K	0.34%	51
2023 Q4	$290K	Sell	769 -104	-12%	-$36.3K	0.32%	54
2023 Q3	$292K	Buy	873 +1	+0.1%	+$347	0.33%	54
2023 Q2	$300K	Sell	872 -20	-2%	-$6.73K	0.34%	54
2023 Q1	$297K	Hold	892	–	–	0.33%	59
2022 Q4	$296K	Hold	892	–	–	0.35%	56
2022 Q3	$256K	Sell	892 -166	-16%	-$52.8K	0.35%	55
2022 Q2	$326K	Sell	1,058 -18	-2%	-$5.89K	0.44%	46
2022 Q1	$373K	Hold	1,076	–	–	0.43%	45
2021 Q4	$391K	Buy	+1,076	New	+$382K	0.44%	54

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

Pitti Group Wealth Management's DIA Position: Q3 2025 in Review

Pitti Group Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 804 shares — an estimated $354K sold.

Pitti Group Wealth Management first reported a position in DIA in Q4 2021 and held it in 15 quarters. The position peaked at $391K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Pitti Group Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Pitti Group Wealth Management sold 804 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $354K.
Pitti Group Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 15 quarters.
Pitti Group Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $391K in Q4 2021.
1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Pitti Group Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.