WMS Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

WMS Partners’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	-1,517	Closed	-$645K	–	78
2024 Q4	$645K	Hold	1,517	–	–	0.04%	152
2024 Q3	$642K	Sell	1,517 -40	-3%	-$16.3K	0.04%	155
2024 Q2	$609K	Hold	1,557	–	–	0.04%	135
2024 Q1	$619K	Sell	1,557 -45	-3%	-$17.3K	0.04%	141
2023 Q4	$604K	Hold	1,602	–	–	0.04%	136
2023 Q3	$537K	Hold	1,602	–	–	0.04%	147
2023 Q2	$551K	Sell	1,602 -196	-11%	-$66K	0.04%	149
2023 Q1	$598K	Buy	1,798 +83	+5%	+$27.6K	0.05%	137
2022 Q4	$568K	Hold	1,715	–	–	0.06%	141
2022 Q3	$493K	Hold	1,715	–	–	0.07%	138
2022 Q2	$528K	Buy	+1,715	New	+$561K	0.08%	131

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

WMS Partners's DIA Position: Q1 2025 in Review

WMS Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 1,517 shares — an estimated $645K sold.

WMS Partners first reported a position in DIA in Q2 2022 and held it in 11 quarters. The position peaked at $645K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

WMS Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 1,517 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $645K.
WMS Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and held it in 11 quarters.
WMS Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $645K in Q4 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 WMS Partners's 13F filing for Q1 2025.