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

TFC Financial Management’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 		– Sell
-50
Closed -$23.2K – 987
2025
Q3 		$23.2K Buy
+50
New +$22.5K ﹤0.01% 342

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $445B AUM 25.58% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TFC Financial Management's DIA Position: Q4 2025 in Review

TFC Financial Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 50 shares — an estimated $23.2K sold.

TFC Financial Management first reported a position in DIA in Q3 2025 and held it in 1 quarter. The position peaked at $23.2K in Q3 2025. 1,384 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

  • TFC Financial Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $23.2K.
  • TFC Financial Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and held it in 1 quarter.
  • TFC Financial Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $23.2K in Q3 2025.
  • 1,384 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.