SilverOak Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

SilverOak Wealth Management’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	-606	Closed	-$281K	–	122
2025 Q3	$281K	Sell	606 -100	-14%	-$45.1K	0.05%	97
2025 Q2	$311K	Buy	+706	New	+$293K	0.06%	88
2024 Q2	–	Sell	-800	Closed	-$318K	–	96
2024 Q1	$318K	Hold	800	–	–	0.08%	68
2023 Q4	$301K	Buy	+800	New	+$280K	0.08%	67

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

SilverOak Wealth Management's DIA Position: Q4 2025 in Review

SilverOak Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 606 shares — an estimated $281K sold.

SilverOak Wealth Management first reported a position in DIA in Q4 2023 and held it in 4 quarters. The position peaked at $318K in Q1 2024. 1,385 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

SilverOak Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
SilverOak Wealth Management sold 606 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $281K.
SilverOak Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 4 quarters.
SilverOak Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $318K in Q1 2024.
1,385 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on SilverOak Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.