Southland Equity Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Southland Equity Partners’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 Q1	–	Sell	-3,733	Closed	-$1.59M	–	231
2024 Q4	$1.59M	Buy	+3,733	New	+$1.62M	0.37%	51
2024 Q3	–	Sell	-1,252	Closed	-$490K	–	226
2024 Q2	$490K	Sell	1,252 -1	-0.1%	-$388	0.14%	99
2024 Q1	$498K	Buy	1,253 +132	+12%	+$50.9K	0.14%	102
2023 Q4	$422K	Buy	1,121 +426	+61%	+$149K	0.13%	110
2023 Q3	$233K	Hold	695	–	–	0.08%	169
2023 Q2	$239K	Hold	695	–	–	0.08%	165
2023 Q1	$231K	Sell	695 -59	-8%	-$19.6K	0.09%	166
2022 Q4	$250K	Buy	+754	New	+$245K	0.1%	148
2022 Q3	–	Sell	-697	Closed	-$215K	–	163
2022 Q2	$215K	Hold	697	–	–	0.1%	153
2022 Q1	$242K	Hold	697	–	–	0.1%	152
2021 Q4	$253K	Buy	+697	New	+$248K	0.1%	149

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Southland Equity Partners's DIA Position: Q1 2025 in Review

Southland Equity Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 3,733 shares — an estimated $1.59M sold.

Southland Equity Partners first reported a position in DIA in Q4 2021 and held it in 11 quarters. The position peaked at $1.59M in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Southland Equity Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Southland Equity Partners sold 3,733 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $1.59M.
Southland Equity Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 11 quarters.
Southland Equity Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.59M in Q4 2024.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Southland Equity Partners's 13F filing for Q1 2025, filed 16 Apr 2025.