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

Schechter 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 		$1.1M Buy
+2,626
New +$1.14M 0.09% 216

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Schechter Investment Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025: 2,626 shares worth $1.1M. The stake represents 0.09% of the portfolio and ranks #216 among its holdings.

1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Schechter Investment Advisors held 2,626 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.1M as of Q1 2025.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Schechter Investment Advisors position in Q1 2025.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #216 holding.
  • 1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.