Stephens Consulting’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Stephens Consulting’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	$18.3K	Hold	38	–	–	0.01%	206
2025 Q3	$17.6K	Sell	38 -116	-75%	-$52.3K	0.01%	197
2025 Q2	$67.9K	Hold	154	–	–	0.02%	169
2025 Q1	$64.7K	Hold	154	–	–	0.02%	168
2024 Q4	$65.5K	Hold	154	–	–	0.02%	168
2024 Q3	$65.2K	Hold	154	–	–	0.02%	169
2024 Q2	$60.2K	Sell	154 -173	-53%	-$67.2K	0.02%	168
2024 Q1	$130K	Buy	327 +1	+0.3%	+$385	0.04%	109
2023 Q4	$123K	Buy	326 +1	+0.3%	+$349	0.04%	109
2023 Q3	$109K	Buy	325 +1	+0.3%	+$347	0.04%	107
2023 Q2	$112K	Hold	324	–	–	0.04%	99
2023 Q1	$108K	Buy	324 +1	+0.3%	+$332	0.06%	107
2022 Q4	$107K	Buy	323 +1	+0.3%	+$325	0.07%	101
2022 Q3	$92.5K	Buy	322 +1	+0.3%	+$318	0.08%	109
2022 Q2	$98.8K	Buy	321 +1	+0.3%	+$327	0.08%	103
2022 Q1	$111K	Hold	320	–	–	0.09%	116
2021 Q4	$116K	Buy	+320	New	+$114K	0.1%	140

Other funds holding DIA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stephens Consulting's DIA Position: Q4 2025 in Review

Stephens Consulting held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2025 at 38 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #206.

Stephens Consulting first reported a position in DIA in Q4 2021 and has held it in 17 quarters since. The position peaked at $130K in Q1 2024. 1,382 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Stephens Consulting held 38 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $18.3K as of Q4 2025.
Stephens Consulting left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #206 holding.
Stephens Consulting first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $130K in Q1 2024.
1,382 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.