VBFG
DIA icon

Vishria Bird Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Vishria Bird Financial Group’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 		$511K Hold
1,101
– – 0.1% 65
2025
Q2 		$485K Hold
1,101
– – 0.16% 56
2025
Q1 		$462K Sell
1,101
-300
-21% -$130K 0.16% 57
2024
Q4 		$596K Hold
1,401
– – 0.21% 49
2024
Q3 		$593K Hold
1,401
– – 0.22% 50
2024
Q2 		$548K Hold
1,401
– – 0.23% 41
2024
Q1 		$557K Hold
1,401
– – 0.24% 41
2023
Q4 		$528K Hold
1,401
– – 0.25% 39
2023
Q3 		$469K Hold
1,401
– – 0.27% 36
2023
Q2 		$482K Hold
1,401
– – 0.29% 34
2023
Q1 		$466K Sell
1,401
-331
-19% -$110K 0.3% 34
2022
Q4 		$574K Hold
1,732
– – 0.4% 30
2022
Q3 		$498K Hold
1,732
– – 0.34% 35
2022
Q2 		$533K Sell
1,732
-132
-7% -$43.2K 0.35% 30
2022
Q1 		$646K Hold
1,864
– – 0.36% 31
2021
Q4 		$677K Sell
1,864
-65
-3% -$23.1K 0.32% 35
2021
Q3 		$653K Sell
1,929
-88
-4% -$30.7K 0.34% 36
2021
Q2 		$696K Sell
2,017
-136
-6% -$46.4K 0.34% 38
2021
Q1 		$711K Sell
2,153
-402
-16% -$127K 0.39% 33
2020
Q4 		$781K Sell
2,555
-498
-16% -$145K 0.44% 30
2020
Q3 		$847K Buy
3,053
+17
+0.6% +$4.64K 0.53% 24
2020
Q2 		$783K Sell
3,036
-13,559
-82% -$3.33M 0.61% 19
2020
Q1 		$3.64M Buy
16,595
+156
+0.9% +$41.4K 3.81% 12
2019
Q4 		$4.69M Sell
16,439
-1,230
-7% -$339K 4.55% 11
2019
Q3 		$4.76M Buy
17,669
+195
+1% +$52K 5.44% 7
2019
Q2 		$4.64M Sell
17,474
-1,754
-9% -$458K 4.64% 9
2019
Q1 		$4.98M Sell
19,228
-506
-3% -$127K 5.04% 7
2018
Q4 		$4.6M Buy
19,734
+305
+2% +$76.1K 5.09% 8
2018
Q3 		$5.14M Sell
19,429
-18
-0.1% -$4.61K 4.41% 10
2018
Q2 		$4.72M Buy
+19,447
New +$4.77M 4.38% 10

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

Vishria Bird Financial Group's DIA Position: Q3 2025 in Review

Vishria Bird Financial Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2025 at 1,101 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #65.

Vishria Bird Financial Group first reported a position in DIA in Q2 2018 and has held it in 30 quarters since. The position peaked at $5.14M in Q3 2018. 1,283 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

  • Vishria Bird Financial Group held 1,101 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $511K as of Q3 2025.
  • Vishria Bird Financial Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2025.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Vishria Bird Financial Group's portfolio in Q3 2025, its #65 holding.
  • Vishria Bird Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2018 and has held it in 30 quarters since.
  • Vishria Bird Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.14M in Q3 2018.
  • 1,283 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.