Shuttleworth & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Shuttleworth & Co’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 Q4	–	Sell	-459	Closed	-$213K	–	62
2025 Q3	$213K	Buy	+459	New	+$207K	0.19%	62

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Shuttleworth & Co's DIA Position: Q4 2025 in Review

Shuttleworth & Co sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 459 shares — an estimated $213K sold.

Shuttleworth & Co first reported a position in DIA in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Shuttleworth & Co reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
Shuttleworth & Co sold 459 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $213K.
Shuttleworth & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and held it in 1 quarter.
Shuttleworth & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $213K in Q3 2025.
1,385 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Shuttleworth & Co's 13F filing for Q4 2025, filed 13 Feb 2026.