Sonora Investment Management Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sonora Investment Management Group’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	$619K	Hold	1,335	–	–	0.04%	156
2025 Q2	$588K	Buy	1,335 +508	+61%	+$211K	0.04%	158
2025 Q1	$347K	Sell	827 -6	-0.7%	-$2.6K	0.03%	201
2024 Q4	$354K	Sell	833 -11	-1%	-$4.76K	0.03%	202
2024 Q3	$357K	Buy	844 +123	+17%	+$50K	0.03%	200
2024 Q2	$287K	Hold	721	–	–	0.02%	227
2024 Q1	$287K	Buy	+721	New	+$278K	0.02%	228

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 40.91% 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

Sonora Investment Management Group's DIA Position: Q3 2025 in Review

Sonora Investment Management Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2025 at 1,335 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #156.

Sonora Investment Management Group first reported a position in DIA in Q1 2024 and has held it in 7 quarters since. 1,285 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Sonora Investment Management Group held 1,335 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $619K as of Q3 2025.
Sonora Investment Management Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Sonora Investment Management Group's portfolio in Q3 2025, its #156 holding.
Sonora Investment Management Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 7 quarters since.
1,285 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.