Advisor Resource Council’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Advisor Resource Council’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
2023 Q3	–	Sell	-100	Closed	-$34.4K	–	160
2023 Q2	$34.4K	Buy	+100	New	+$33.7K	0.02%	163

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advisor Resource Council's DIA Position: Q1 2026 in Review

Advisor Resource Council reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 9.8% in Q1 2026, selling an estimated $131K and leaving 2,491 shares worth $1.15M. The position accounts for 0.37% of the portfolio, ranked #43.

Advisor Resource Council first reported a position in DIA in Q2 2021 and has held it in 14 quarters since. The position peaked at $3.96M in Q1 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Advisor Resource Council held 2,491 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.15M as of Q1 2026.
Advisor Resource Council sold 270 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $131K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.37% of Advisor Resource Council's portfolio in Q1 2026, its #43 holding.
Advisor Resource Council first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and has held it in 14 quarters since.
Advisor Resource Council's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.96M in Q1 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.