Richard W. Paul & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Richard W. Paul & Associates’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	-74	Closed	-$31.5K	–	386
2024 Q4	$31.5K	Hold	74	–	–	0.01%	229
2024 Q3	$31.3K	Hold	74	–	–	0.01%	230
2024 Q2	$28.9K	Hold	74	–	–	0.01%	229
2024 Q1	$29.4K	Hold	74	–	–	0.01%	237
2023 Q4	$27.9K	Hold	74	–	–	0.01%	235
2023 Q3	$24.8K	Hold	74	–	–	0.01%	233
2023 Q2	$25.4K	Hold	74	–	–	0.01%	251
2023 Q1	$24.6K	Sell	74 -26	-26%	-$8.64K	0.01%	252
2022 Q4	$33.1K	Buy	+100	New	+$32.5K	0.02%	234

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

Richard W. Paul & Associates's DIA Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 74 shares — an estimated $31.5K sold.

Richard W. Paul & Associates first reported a position in DIA in Q4 2022 and held it in 9 quarters. The position peaked at $33.1K in Q4 2022. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Richard W. Paul & Associates reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 74 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $31.5K.
Richard W. Paul & Associates first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $33.1K in Q4 2022.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.