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Advanced Asset Management Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Advanced Asset Management Advisors’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
2026
Q2 		$958K Sell
1,834
-3
-0.2% -$1.5K 0.25% 42
2026
Q1 		$851K Hold
1,837
– – 0.24% 43
2025
Q4 		$883K Hold
1,837
– – 0.24% 43
2025
Q3 		$852K Hold
1,837
– – 0.23% 42
2025
Q2 		$809K Sell
1,837
-1
-0.1% -$415 0.22% 42
2025
Q1 		$772K Sell
1,838
-727
-28% -$314K 0.21% 45
2024
Q4 		$1.09M Sell
2,565
-45
-2% -$19.5K 0.29% 48
2024
Q3 		$1.02M Hold
2,610
– – 0.27% 46
2024
Q2 		$1.02M Buy
2,610
+3
+0.1% +$1.17K 0.27% 47
2024
Q1 		$1.04M Buy
2,607
+2
+0.1% +$770 0.26% 49
2023
Q4 		$982K Buy
2,605
+73
+3% +$25.5K 0.23% 51
2023
Q3 		$848K Sell
2,532
-340
-12% -$118K 0.2% 54
2023
Q2 		$988K Buy
2,872
+340
+13% +$114K 0.23% 53
2023
Q1 		$842K Hold
2,532
– – 0.21% 53
2022
Q4 		$839K Sell
2,532
-234
-8% -$76.1K 0.21% 55
2022
Q3 		$795K Sell
2,766
-385
-12% -$122K 0.22% 55
2022
Q2 		$970K Buy
3,151
+335
+12% +$110K 0.25% 54
2022
Q1 		$977K Buy
2,816
+908
+48% +$315K 0.21% 54
2021
Q4 		$693K Hold
1,908
– – 0.14% 56
2021
Q3 		$645K Sell
1,908
-726
-28% -$254K 0.14% 61
2021
Q2 		$909K Sell
2,634
-1,130
-30% -$386K 0.19% 60
2021
Q1 		$1.24M Hold
3,764
– – 0.28% 59
2020
Q4 		$1.15M Hold
3,764
– – 0.27% 59
2020
Q3 		$1.04M Hold
3,764
– – 0.28% 58
2020
Q2 		$971K Sell
3,764
-800
-18% -$197K 0.28% 58
2020
Q1 		$1M Sell
4,564
-1,445
-24% -$384K 0.35% 61
2019
Q4 		$1.71M Hold
6,009
– – 0.52% 56
2019
Q3 		$1.62M Buy
6,009
+387
+7% +$103K 0.52% 61
2019
Q2 		$1.5M Hold
5,622
– – 0.52% 54
2019
Q1 		$1.46M Sell
5,622
-3,250
-37% -$817K 0.52% 53
2018
Q4 		$2.07M Buy
+8,872
New +$2.21M 0.66% 38
2018
Q3 		– Sell
-7,881
Closed -$1.91M – 106
2018
Q2 		$1.91M Sell
7,881
-395
-5% -$97K 0.62% 34
2018
Q1 		$2M Buy
8,276
+1,605
+24% +$403K 0.66% 31
2017
Q4 		$1.65M Buy
+6,671
New +$1.58M 0.54% 42

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advanced Asset Management Advisors's DIA Position: Q2 2026 in Review

Advanced Asset Management Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.16% in Q2 2026, selling an estimated $1.5K and leaving 1,834 shares worth $958K. The position accounts for 0.25% of the portfolio, ranked #42.

Advanced Asset Management Advisors first reported a position in DIA in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.07M in Q4 2018. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Advanced Asset Management Advisors held 1,834 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $958K as of Q2 2026.
  • Advanced Asset Management Advisors sold 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #42 holding.
  • Advanced Asset Management Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 34 quarters since.
  • Advanced Asset Management Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.07M in Q4 2018.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.