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

Vivid Wealth 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 Q1	–	Sell	-7,293	Closed	-$3.1M	–	63
2024 Q4	$3.1M	Sell	7,293 -96	-1%	-$41.6K	1.57%	17
2024 Q3	$3.13M	Sell	7,389 -911	-11%	-$370K	1.63%	14
2024 Q2	$3.25M	Sell	8,300 -4,247	-34%	-$1.65M	1.82%	15
2024 Q1	$4.99M	Sell	12,547 -26	-0.2%	-$10K	3.12%	7
2023 Q4	$4.74M	Buy	+12,573	New	+$4.39M	3.22%	6

Other funds holding DIA

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

Goldman Sachs New York $871B AUM 31.28% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 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

Vivid Wealth Management's DIA Position: Q1 2025 in Review

Vivid Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 7,293 shares — an estimated $3.1M sold.

Vivid Wealth Management first reported a position in DIA in Q4 2023 and held it in 5 quarters. The position peaked at $4.99M in Q1 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Vivid Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Vivid Wealth Management sold 7,293 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $3.1M.
Vivid Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 5 quarters.
Vivid Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.99M in Q1 2024.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Vivid Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.