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 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 40.89% 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

Strategies Wealth Advisors's DIA Position: Q3 2025 in Review

Strategies Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 1,838 shares — an estimated $810K sold.

Strategies Wealth Advisors first reported a position in DIA in Q4 2021 and held it in 14 quarters. The position peaked at $863K in Q3 2024. 1,287 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Strategies Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Strategies Wealth Advisors sold 1,838 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $810K.
Strategies Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 14 quarters.
Strategies Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $863K in Q3 2024.
1,287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Strategies Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.