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

Powell Investment 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 Q1	–	Sell	-600	Closed	-$256K	–	150
2024 Q4	$256K	Hold	600	–	–	0.12%	108
2024 Q3	$255K	Hold	600	–	–	0.12%	101
2024 Q2	$235K	Hold	600	–	–	0.12%	102
2024 Q1	$239K	Hold	600	–	–	0.13%	98
2023 Q4	$227K	Sell	600 -150	-20%	-$52.4K	0.13%	105
2023 Q3	$252K	Buy	750 +150	+25%	+$52K	0.15%	87
2023 Q2	$207K	Hold	600	–	–	0.12%	99
2023 Q1	$200K	Buy	+600	New	+$199K	0.11%	100

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

Powell Investment Advisors's DIA Position: Q1 2025 in Review

Powell Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 600 shares — an estimated $256K sold.

Powell Investment Advisors first reported a position in DIA in Q1 2023 and held it in 8 quarters. The position peaked at $256K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Powell Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Powell Investment Advisors sold 600 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $256K.
Powell Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and held it in 8 quarters.
Powell Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $256K in Q4 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 Powell Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.