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

Advisors Management 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
2026 Q1	$826K	Sell	1,785 -9	-0.5%	-$4.36K	0.15%	90
2025 Q4	$862K	Sell	1,794 -36	-2%	-$17K	0.16%	86
2025 Q3	$849K	Sell	1,830 -75	-4%	-$33.8K	0.15%	93
2025 Q2	$839K	Sell	1,905 -3	-0.2%	-$1.25K	0.16%	90
2025 Q1	$801K	Sell	1,908 -11,140	-85%	-$4.82M	0.17%	89
2024 Q4	$5.55M	Buy	13,048 +17	+0.1%	+$7.36K	1.31%	25
2024 Q3	$5.51M	Buy	13,031 +157	+1%	+$63.8K	1.3%	25
2024 Q2	$5.04M	Sell	12,874 -66	-0.5%	-$25.6K	1.26%	26
2024 Q1	$5.15M	Buy	12,940 +479	+4%	+$185K	1.28%	27
2023 Q4	$4.7M	Sell	12,461 -105	-0.8%	-$36.7K	1.28%	27
2023 Q3	$4.21M	Buy	12,566 +11	+0.1%	+$3.81K	1.27%	26
2023 Q2	$4.32M	Buy	+12,555	New	+$4.23M	1.29%	27

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

Advisors Management Group's DIA Position: Q1 2026 in Review

Advisors Management Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.5% in Q1 2026, selling an estimated $4.36K and leaving 1,785 shares worth $826K. The position accounts for 0.15% of the portfolio, ranked #90.

Advisors Management Group first reported a position in DIA in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.55M in Q4 2024. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Advisors Management Group held 1,785 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $826K as of Q1 2026.
Advisors Management Group sold 9 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $4.36K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Advisors Management Group's portfolio in Q1 2026, its #90 holding.
Advisors Management Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 12 quarters since.
Advisors Management Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.55M in Q4 2024.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.