Smith Anglin Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Smith Anglin Financial’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 Q2	$4.17M	Sell	9,466 -1,360	-13%	-$564K	0.38%	28
2025 Q1	$4.55M	Sell	10,826 -404	-4%	-$175K	0.48%	27
2024 Q4	$4.78M	Sell	11,230 -380	-3%	-$164K	0.45%	27
2024 Q3	$4.91M	Sell	11,610 -58	-0.5%	-$23.6K	0.47%	26
2024 Q2	$4.56M	Sell	11,668 -3,885	-25%	-$1.51M	0.46%	25
2024 Q1	$6.19M	Sell	15,553 -1,285	-8%	-$495K	0.64%	22
2023 Q4	$6.35M	Sell	16,838 -2,623	-13%	-$917K	0.73%	21
2023 Q3	$6.52M	Sell	19,461 -329	-2%	-$114K	0.79%	25
2023 Q2	$6.8M	Sell	19,790 -523	-3%	-$176K	0.83%	25
2023 Q1	$6.76M	Sell	20,313 -1,262	-6%	-$419K	1.01%	19
2022 Q4	$7.15M	Buy	21,575 +7,195	+50%	+$2.34M	1.35%	16
2022 Q3	$4.13M	Buy	14,380 +1,010	+8%	+$321K	0.87%	21
2022 Q2	$4.12M	Sell	13,370 -759	-5%	-$248K	1.2%	15
2022 Q1	$4.9M	Sell	14,129 -38,807	-73%	-$13.5M	1.14%	17
2021 Q4	$19.2M	Sell	52,936 -978	-2%	-$347K	3.28%	12
2021 Q3	$18.2M	Sell	53,914 -978	-2%	-$342K	3.56%	9
2021 Q2	$18.9M	Sell	54,892 -40	-0.1%	-$13.7K	3.65%	9
2021 Q1	$18.1M	Buy	54,932 +241	+0.4%	+$76.1K	3.92%	8
2020 Q4	$16.7M	Buy	+54,691	New	+$15.9M	3%	9

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Smith Anglin Financial's DIA Position: Q2 2025 in Review

Smith Anglin Financial reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 13% in Q2 2025, selling an estimated $564K and leaving 9,466 shares worth $4.17M. The position accounts for 0.38% of the portfolio, ranked #28.

Smith Anglin Financial first reported a position in DIA in Q4 2020 and has held it in 19 quarters since. The position peaked at $19.2M in Q4 2021. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Smith Anglin Financial held 9,466 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.17M as of Q2 2025.
Smith Anglin Financial sold 1,360 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $564K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.38% of Smith Anglin Financial's portfolio in Q2 2025, its #28 holding.
Smith Anglin Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $19.2M in Q4 2021.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.