Trust Company of Vermont’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Trust Company of Vermont’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	$653K	Hold	1,358	–	–	0.03%	233
2025 Q3	$630K	Hold	1,358	–	–	0.03%	233
2025 Q2	$598K	Sell	1,358 -133	-9%	-$55.2K	0.03%	231
2025 Q1	$626K	Buy	1,491 +35	+2%	+$15.1K	0.03%	220
2024 Q4	$620K	Sell	1,456 -110	-7%	-$47.6K	0.03%	225
2024 Q3	$663K	Hold	1,566	–	–	0.03%	209
2024 Q2	$613K	Sell	1,566 -16	-1%	-$6.21K	0.03%	214
2024 Q1	$629K	Hold	1,582	–	–	0.04%	211
2023 Q4	$596K	Sell	1,582 -163	-9%	-$57K	0.04%	195
2023 Q3	$584K	Buy	1,745 +263	+18%	+$91.2K	0.04%	204
2023 Q2	$510K	Hold	1,482	–	–	0.03%	221
2023 Q1	$493K	Buy	1,482 +58	+4%	+$19.3K	0.03%	220
2022 Q4	$472K	Hold	1,424	–	–	0.03%	222
2022 Q3	$409K	Buy	1,424 +1,414	+14,140%	+$450K	0.03%	225
2022 Q2	$3K	Buy	+10	New	+$3.27K	﹤0.01%	826
2022 Q1	–	Sell	-10	Closed	-$4K	–	416
2021 Q4	$4K	Buy	+10	New	+$3.55K	﹤0.01%	732
2021 Q3	–	Sell	-10	Closed	-$3K	–	409
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	723
2021 Q1	$3K	Hold	10	–	–	﹤0.01%	697
2020 Q4	$3K	Hold	10	–	–	﹤0.01%	701
2020 Q3	$3K	Hold	10	–	–	﹤0.01%	685
2020 Q2	$3K	Hold	10	–	–	﹤0.01%	713
2020 Q1	$2K	Hold	10	–	–	﹤0.01%	815
2019 Q4	$3K	Hold	10	–	–	﹤0.01%	832
2019 Q3	$3K	Hold	10	–	–	﹤0.01%	882
2019 Q2	$3K	Hold	10	–	–	﹤0.01%	894
2019 Q1	$3K	Hold	10	–	–	﹤0.01%	847
2018 Q4	$2K	Hold	10	–	–	﹤0.01%	923
2018 Q3	$3K	Hold	10	–	–	﹤0.01%	963
2018 Q2	$2K	Hold	10	–	–	﹤0.01%	1026
2018 Q1	$2K	Hold	10	–	–	﹤0.01%	908
2017 Q4	$2K	Hold	10	–	–	﹤0.01%	920
2017 Q3	$2K	Hold	10	–	–	﹤0.01%	884
2017 Q2	$2K	Hold	10	–	–	﹤0.01%	923
2017 Q1	$2K	Hold	10	–	–	﹤0.01%	830
2016 Q4	$2K	Hold	10	–	–	﹤0.01%	831
2016 Q3	$2K	Hold	10	–	–	﹤0.01%	784
2016 Q2	$2K	Hold	10	–	–	﹤0.01%	804
2016 Q1	$2K	Hold	10	–	–	﹤0.01%	703
2015 Q4	$2K	Sell	10 -30	-75%	-$5.24K	﹤0.01%	737
2015 Q3	$7K	Hold	40	–	–	﹤0.01%	663
2015 Q2	$7K	Buy	40 +30	+300%	+$5.4K	﹤0.01%	689
2015 Q1	$2K	Hold	10	–	–	﹤0.01%	748
2014 Q4	$2K	Hold	10	–	–	﹤0.01%	777
2014 Q3	$2K	Hold	10	–	–	﹤0.01%	773
2014 Q2	$2K	Hold	10	–	–	﹤0.01%	713
2014 Q1	$2K	Hold	10	–	–	﹤0.01%	709
2013 Q4	$2K	Hold	10	–	–	﹤0.01%	690
2013 Q3	$2K	Hold	10	–	–	﹤0.01%	677
2013 Q2	$1K	Buy	+10	New	+$1.49K	﹤0.01%	686

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Trust Company of Vermont's DIA Position: Q4 2025 in Review

Trust Company of Vermont held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2025 at 1,358 shares worth $653K. The position accounts for 0.03% of the portfolio, ranked #233.

Trust Company of Vermont first reported a position in DIA in Q2 2013 and has held it in 49 quarters since. The position peaked at $663K in Q3 2024. 1,384 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Trust Company of Vermont held 1,358 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $653K as of Q4 2025.
Trust Company of Vermont left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Trust Company of Vermont's portfolio in Q4 2025, its #233 holding.
Trust Company of Vermont first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 49 quarters since.
Trust Company of Vermont's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $663K in Q3 2024.
1,384 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.