Ridgewood Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ridgewood Investments’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	-31	Closed	-$13.7K	–	324
2025 Q2	$13.7K	Hold	31	–	–	0.01%	480
2025 Q1	$13K	Hold	31	–	–	0.01%	460
2024 Q4	$13.2K	Hold	31	–	–	0.01%	455
2024 Q3	$13.1K	Sell	31 -34	-52%	-$13.8K	0.01%	468
2024 Q2	$25.6K	Buy	+65	New	+$25.2K	0.01%	416
2023 Q3	–	Sell	-71	Closed	-$24.6K	–	321
2023 Q2	$24.6K	Hold	71	–	–	0.01%	420
2023 Q1	$23.8K	Buy	+71	New	+$23.6K	0.01%	438
2020 Q1	–	Sell	-796	Closed	-$227K	–	170
2019 Q4	$227K	Hold	796	–	–	0.16%	161
2019 Q3	$214K	Hold	796	–	–	0.17%	160
2019 Q2	$212K	Hold	796	–	–	0.17%	160
2019 Q1	$206K	Sell	796 -12	-1%	-$3.02K	0.17%	161
2018 Q4	$214K	Hold	808	–	–	0.17%	152
2018 Q3	$214K	Buy	+808	New	+$207K	0.17%	153

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ridgewood Investments's DIA Position: Q3 2025 in Review

Ridgewood Investments sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 31 shares — an estimated $13.7K sold.

Ridgewood Investments first reported a position in DIA in Q3 2018 and held it in 13 quarters. The position peaked at $227K in Q4 2019. 1,287 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Ridgewood Investments reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 31 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $13.7K.
Ridgewood Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and held it in 13 quarters.
Ridgewood Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $227K in Q4 2019.
1,287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.