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

Semmax Financial 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 Q2	$40.5K	Buy	92 +1	+1%	+$415	0.01%	193
2025 Q1	$37.7K	Hold	91	–	–	0.01%	178
2024 Q4	$40.7K	Hold	91	–	–	0.01%	166
2024 Q3	$39.8K	Sell	91 -8	-8%	-$3.25K	0.01%	155
2024 Q2	$39.5K	Buy	99 +94	+1,880%	+$36.5K	0.01%	161
2024 Q1	$2.1K	Hold	5	–	–	﹤0.01%	300
2023 Q4	$2.04K	Hold	5	–	–	﹤0.01%	315
2023 Q3	$1.83K	Buy	+5	New	+$1.73K	﹤0.01%	280
2022 Q4	$54K	Buy	159 +154	+3,080%	+$50.1K	0.02%	109
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	217
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	216
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	239
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	229
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	218
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	217
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	232
2020 Q4	$2K	Sell	5 -21	-81%	-$6.11K	﹤0.01%	208
2020 Q3	$7K	Hold	26	–	–	﹤0.01%	161
2020 Q2	$7K	Hold	26	–	–	﹤0.01%	174
2020 Q1	$6K	Sell	26 -8	-24%	-$2.13K	﹤0.01%	175
2019 Q4	$10K	Sell	34 -4	-11%	-$1.1K	0.01%	173
2019 Q3	$10K	Sell	38 -59	-61%	-$15.7K	0.01%	176
2019 Q2	$26K	Sell	97 -541	-85%	-$141K	0.02%	139
2019 Q1	$165K	Sell	638 -906	-59%	-$228K	0.11%	140
2018 Q4	$360K	Buy	+1,544	New	+$385K	0.28%	79

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Semmax Financial Advisors's DIA Position: Q2 2025 in Review

Semmax Financial Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q2 2025, buying an estimated $415 and bringing the position to 92 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #193.

Semmax Financial Advisors first reported a position in DIA in Q4 2018 and has held it in 25 quarters since. The position peaked at $360K in Q4 2018. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Semmax Financial Advisors held 92 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $40.5K as of Q2 2025.
Semmax Financial Advisors bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2025, an estimated $415.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #193 holding.
Semmax Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 25 quarters since.
Semmax Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $360K in Q4 2018.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.