SWA
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Strategies Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Strategies Wealth Advisors’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
-1,838
Closed -$810K – 188
2025
Q2 		$810K Sell
1,838
-1
-0.1% -$415 0.09% 67
2025
Q1 		$772K Buy
1,839
+3
+0.2% +$1.3K 0.09% 66
2024
Q4 		$816K Sell
1,836
-203
-10% -$87.9K 0.1% 58
2024
Q3 		$863K Buy
2,039
+1
+0% +$406 0.12% 45
2024
Q2 		$797K Buy
2,038
+20
+1% +$7.76K 0.12% 46
2024
Q1 		$803K Sell
2,018
-210
-9% -$80.9K 0.12% 45
2023
Q4 		$840K Sell
2,228
-76
-3% -$26.6K 0.14% 44
2023
Q3 		$772K Buy
2,304
+9
+0.4% +$3.12K 0.15% 42
2023
Q2 		$789K Buy
2,295
+290
+14% +$97.6K 0.16% 46
2023
Q1 		$667K Sell
2,005
-4
-0.2% -$1.33K 0.15% 47
2022
Q4 		$666K Buy
+2,009
New +$653K 0.16% 45
2022
Q2 		$611K Buy
1,984
+12
+0.6% +$3.92K 0.18% 51
2022
Q1 		$684K Sell
1,972
-13
-0.7% -$4.51K 0.18% 47
2021
Q4 		$721K Buy
+1,985
New +$705K 0.2% 46

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