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

Strategic Financial Concepts’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
-478
Closed -$210K – 282
2025
Q2 		$210K Sell
478
-40
-8% -$16.6K 0.03% 257
2025
Q1 		$218K Sell
518
-113
-18% -$48.9K 0.04% 307
2024
Q4 		$269K Buy
631
+44
+7% +$19K 0.05% 261
2024
Q3 		$249K Sell
587
-172,939
-100% -$70.3M 0.08% 208
2024
Q2 		$16.9K Buy
+173,526
New +$67.4M 0.01% 358

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Strategic Financial Concepts's DIA Position: Q3 2025 in Review

Strategic Financial Concepts sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 478 shares — an estimated $210K sold.

Strategic Financial Concepts first reported a position in DIA in Q2 2024 and held it in 5 quarters. The position peaked at $269K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

  • Strategic Financial Concepts reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 478 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $210K.
  • Strategic Financial Concepts first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and held it in 5 quarters.
  • Strategic Financial Concepts's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $269K in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.