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
2019 Q3	–	Sell	-3,000	Closed	-$798K	–	474
2019 Q2	$798K	Buy	+3,000	New	+$783K	0.09%	174
2018 Q2	–	Sell	-1,000	Closed	-$241K	–	551
2018 Q1	$241K	Buy	+1,000	New	+$251K	0.02%	412

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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. 1,257 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.
1,257 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.