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

Total Investment 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 Q3	–	Sell	-5	Closed	-$2.05K	–	285
2025 Q2	$2.05K	Sell	5 -869	-99%	-$361K	﹤0.01%	553
2025 Q1	$367K	Sell	874 -432	-33%	-$187K	0.05%	45
2024 Q4	$556K	Hold	1,306	–	–	0.08%	36
2024 Q3	$552K	Sell	1,306 -538	-29%	-$219K	0.06%	35
2024 Q2	$721K	Sell	1,844 -173,374	-99%	-$67.3M	0.09%	33
2024 Q1	$69.7M	Sell	175,218 -2,172	-1%	-$837K	8.77%	3
2023 Q4	$66.9M	Buy	177,390 +1,419	+0.8%	+$496K	8.49%	4
2023 Q3	$58.9M	Buy	175,971 +15,958	+10%	+$5.53M	8.44%	3
2023 Q2	$55M	Buy	160,013 +3,668	+2%	+$1.23M	7.14%	4
2023 Q1	$52M	Buy	+156,345	New	+$51.9M	9.93%	2

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Total Investment Management's DIA Position: Q3 2025 in Review

Total Investment Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 5 shares — an estimated $2.05K sold.

Total Investment Management first reported a position in DIA in Q1 2023 and held it in 10 quarters. The position peaked at $69.7M in Q1 2024. 1,284 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Total Investment Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 5 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $2.05K.
Total Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and held it in 10 quarters.
Total Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $69.7M in Q1 2024.
1,284 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.