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

Wood Tarver 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	–	Sell	-275	Closed	-$121K	–	276
2025 Q2	$121K	Hold	275	–	–	0.04%	188
2025 Q1	$115K	Hold	275	–	–	0.04%	175
2024 Q4	$117K	Buy	+275	New	+$119K	0.04%	169

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wood Tarver Financial Group's DIA Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2025, closing a stake of 275 shares — an estimated $121K sold.

Wood Tarver Financial Group first reported a position in DIA in Q4 2024 and held it in 3 quarters. The position peaked at $121K in Q2 2025. 1,287 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

Wood Tarver Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 275 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $121K.
Wood Tarver Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $121K in Q2 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.