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

Regent Peak Wealth 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	-569	Closed	-$242K	–	181
2024 Q4	$242K	Sell	569 -4	-0.7%	-$1.73K	0.05%	143
2024 Q3	$242K	Buy	+573	New	+$233K	0.06%	145
2021 Q1	–	Sell	-396	Closed	-$121K	–	352
2020 Q4	$121K	Buy	+396	New	+$115K	0.04%	188

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

Regent Peak Wealth Advisors's DIA Position: Q1 2025 in Review

Regent Peak Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 569 shares — an estimated $242K sold.

Regent Peak Wealth Advisors first reported a position in DIA in Q4 2020 and held it in 3 quarters. The position peaked at $242K in Q3 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Regent Peak Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Regent Peak Wealth Advisors sold 569 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $242K.
Regent Peak Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 3 quarters.
Regent Peak Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $242K in Q3 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 Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.