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

Sage 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 Q4	$2.23M	Buy	4,631 +432	+10%	+$204K	1.48%	15
2025 Q3	$1.95M	Buy	4,199 +1,027	+32%	+$463K	1.4%	16
2025 Q2	$1.4M	Sell	3,172 -768	-19%	-$319K	1%	18
2025 Q1	$1.65M	Buy	3,940 +55	+1%	+$23.8K	1.16%	15
2024 Q4	$1.65M	Buy	3,885 +782	+25%	+$339K	1.23%	15
2024 Q3	$1.31M	Sell	3,103 -22	-0.7%	-$8.94K	1.03%	13
2024 Q2	$1.22M	Buy	3,125 +195	+7%	+$75.7K	0.99%	15
2024 Q1	$1.17M	Buy	2,930 +1,204	+70%	+$464K	1.04%	14
2023 Q4	$650K	Buy	+1,726	New	+$603K	0.65%	16

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sage Advisors's DIA Position: Q4 2025 in Review

Sage Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 10% in Q4 2025, buying an estimated $204K and bringing the position to 4,631 shares worth $2.23M. The position accounts for 1.48% of the portfolio, ranked #15.

Sage Advisors first reported a position in DIA in Q4 2023 and has held it in 9 quarters since. 1,382 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Sage Advisors held 4,631 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.23M as of Q4 2025.
Sage Advisors bought 432 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $204K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.48% of Sage Advisors's portfolio in Q4 2025, its #15 holding.
Sage Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 9 quarters since.
1,382 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.