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

Sheaff Brock 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 		$8.55M Sell
20,363
-10
-0% -$4.33K 0.78% 29
2024
Q4 		$8.67M Buy
20,373
+92
+0.5% +$39.8K 0.75% 31
2024
Q3 		$8.58M Buy
20,281
+386
+2% +$157K 0.75% 32
2024
Q2 		$7.78M Buy
19,895
+325
+2% +$126K 0.72% 34
2024
Q1 		$7.78M Buy
19,570
+100
+0.5% +$38.5K 0.49% 38
2023
Q4 		$7.34M Sell
19,470
-1,900
-9% -$664K 0.57% 40
2023
Q3 		$7.16M Buy
21,370
+1,223
+6% +$424K 0.65% 38
2023
Q2 		$6.93M Buy
20,147
+281
+1% +$94.6K 0.58% 40
2023
Q1 		$6.61M Buy
19,866
+620
+3% +$206K 0.61% 40
2022
Q4 		$6.38M Buy
19,246
+301
+2% +$97.8K 0.63% 42
2022
Q3 		$5.44M Buy
18,945
+600
+3% +$191K 0.58% 42
2022
Q2 		$5.65M Buy
18,345
+100
+0.5% +$32.7K 0.47% 40
2022
Q1 		$6.33M Buy
18,245
+1,102
+6% +$382K 0.44% 48
2021
Q4 		$6.23M Buy
17,143
+168
+1% +$59.7K 0.42% 49
2021
Q3 		$5.74M Buy
16,975
+302
+2% +$105K 0.42% 50
2021
Q2 		$5.75M Buy
16,673
+501
+3% +$171K 0.41% 47
2021
Q1 		$5.34M Buy
16,172
+501
+3% +$158K 0.42% 48
2020
Q4 		$4.79M Sell
15,671
-98
-0.6% -$28.5K 0.4% 53
2020
Q3 		$4.38M Buy
15,769
+902
+6% +$246K 0.4% 51
2020
Q2 		$3.83M Buy
14,867
+213
+1% +$52.4K 0.38% 52
2020
Q1 		$3.21M Sell
14,654
-931
-6% -$247K 0.43% 51
2019
Q4 		$4.44M Buy
15,585
+1,872
+14% +$516K 0.43% 49
2019
Q3 		$3.69M Buy
13,713
+937
+7% +$250K 0.4% 50
2019
Q2 		$3.4M Sell
12,776
-244
-2% -$63.7K 0.37% 56
2019
Q1 		$3.37M Buy
13,020
+1,462
+13% +$368K 0.41% 60
2018
Q4 		$2.69M Buy
11,558
+1,727
+18% +$431K 0.42% 61
2018
Q3 		$2.6M Buy
9,831
+867
+10% +$222K 0.25% 73
2018
Q2 		$2.18M Buy
8,964
+1,672
+23% +$410K 0.21% 78
2018
Q1 		$1.76M Buy
7,292
+295
+4% +$74.1K 0.18% 89
2017
Q4 		$1.73M Buy
6,997
+801
+13% +$190K 0.22% 94
2017
Q3 		$1.39M Buy
6,196
+102
+2% +$22.3K 0.18% 108
2017
Q2 		$1.3M Sell
6,094
-348
-5% -$73K 0.17% 116
2017
Q1 		$1.33M Buy
6,442
+262
+4% +$53.4K 0.17% 116
2016
Q4 		$1.22M Buy
6,180
+287
+5% +$54.1K 0.15% 126
2016
Q3 		$1.08M Sell
5,893
-471
-7% -$86.5K 0.14% 141
2016
Q2 		$1.14M Buy
6,364
+2
+0% +$355 0.14% 152
2016
Q1 		$1.12M Buy
6,362
+262
+4% +$43.6K 0.14% 154
2015
Q4 		$1.06M Buy
+6,100
New +$1.07M 0.12% 175

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

Sheaff Brock Investment Advisors's DIA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.05% in Q1 2025, selling an estimated $4.33K and leaving 20,363 shares worth $8.55M. The position accounts for 0.78% of the portfolio, ranked #29.

Sheaff Brock Investment Advisors first reported a position in DIA in Q4 2015 and has held it in 38 quarters since. The position peaked at $8.67M in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Sheaff Brock Investment Advisors held 20,363 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.55M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 10 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $4.33K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.78% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #29 holding.
  • Sheaff Brock Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.67M in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.