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

Sharp Financial Services’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	–	Sell	-48,678	Closed	-$20.4M	–	92
2025 Q1	$20.4M	Buy	48,678 +38,272	+368%	+$16.6M	15.65%	1
2024 Q4	$4.43M	Buy	+10,406	New	+$4.5M	3.36%	11
2024 Q2	–	Sell	-9,234	Closed	-$3.67M	–	98
2024 Q1	$3.67M	Buy	9,234 +944	+11%	+$364K	3.42%	13
2023 Q4	$3.12M	Buy	+8,290	New	+$2.9M	3.39%	13

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

Sharp Financial Services's DIA Position: Q2 2025 in Review

Sharp Financial Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 48,678 shares — an estimated $20.4M sold.

Sharp Financial Services first reported a position in DIA in Q4 2023 and held it in 4 quarters. The position peaked at $20.4M in Q1 2025. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Sharp Financial Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
Sharp Financial Services sold 48,678 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $20.4M.
Sharp Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 4 quarters.
Sharp Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $20.4M in Q1 2025.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Sharp Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.