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

Slocum, Gordon & 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 Q3	–	Sell	-3	Closed	-$1.51K	–	76
2025 Q2	$1.51K	Hold	3	–	–	﹤0.01%	118
2025 Q1	$1.44K	Hold	3	–	–	﹤0.01%	127
2024 Q4	$1.46K	Buy	+3	New	+$1.3K	﹤0.01%	130

Other funds holding DIA

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Slocum, Gordon & Co's DIA Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 3 shares — an estimated $1.51K sold.

Slocum, Gordon & Co first reported a position in DIA in Q4 2024 and held it in 3 quarters. The position peaked at $1.51K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Slocum, Gordon & Co reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $1.51K.
Slocum, Gordon & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and held it in 3 quarters.
Slocum, Gordon & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.51K in Q2 2025.
1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.