Advisory Alpha’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Advisory Alpha’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	$2.18M	Sell	4,706 -60	-1%	-$29.1K	0.06%	117
2025 Q4	$2.29M	Sell	4,766 -36	-0.7%	-$17K	0.06%	112
2025 Q3	$2.23M	Sell	4,802 -105	-2%	-$47.3K	0.06%	105
2025 Q2	$2.16M	Buy	4,907 +8	+0.2%	+$3.32K	0.07%	107
2025 Q1	$2.06M	Sell	4,899 -187	-4%	-$80.9K	0.07%	112
2024 Q4	$2.16M	Buy	5,086 +87	+2%	+$37.7K	0.08%	98
2024 Q3	$2.12M	Sell	4,999 -19	-0.4%	-$7.72K	0.08%	100
2024 Q2	$1.96M	Buy	5,018 +517	+11%	+$201K	0.08%	107
2024 Q1	$1.79M	Sell	4,501 -428	-9%	-$165K	0.07%	121
2023 Q4	$1.86M	Sell	4,929 -97	-2%	-$33.9K	0.09%	108
2023 Q3	$1.68M	Buy	5,026 +92	+2%	+$31.9K	0.09%	107
2023 Q2	$1.7M	Buy	4,934 +52	+1%	+$17.5K	0.09%	112
2023 Q1	$1.62M	Buy	4,882 +367	+8%	+$122K	0.1%	87
2022 Q4	$1.5M	Buy	4,515 +566	+14%	+$184K	0.11%	85
2022 Q3	$1.14M	Sell	3,949 -80	-2%	-$25.4K	0.09%	95
2022 Q2	$1.24M	Buy	4,029 +312	+8%	+$102K	0.09%	79
2022 Q1	$1.29M	Sell	3,717 -7,400	-67%	-$2.57M	0.08%	94
2021 Q4	$4.04M	Buy	11,117 +6,114	+122%	+$2.17M	0.24%	50
2021 Q3	$1.69M	Buy	5,003 +1,294	+35%	+$452K	0.12%	90
2021 Q2	$1.28M	Sell	3,709 -190	-5%	-$64.9K	0.1%	86
2021 Q1	$1.29M	Sell	3,899 -1	-0%	-$316	0.13%	71
2020 Q4	$1.19M	Sell	3,900 -786	-17%	-$229K	0.24%	31
2020 Q3	$1.33M	Sell	4,686 -700	-13%	-$191K	0.28%	29
2020 Q2	$1.51M	Sell	5,386 -1,176	-18%	-$289K	0.33%	28
2020 Q1	$1.54M	Sell	6,562 -578	-8%	-$154K	0.43%	27
2019 Q4	$2.06M	Buy	7,140 +302	+4%	+$83.2K	0.5%	34
2019 Q3	$1.8M	Sell	6,838 -127	-2%	-$33.9K	0.53%	33
2019 Q2	$1.89M	Sell	6,965 -958	-12%	-$250K	0.63%	31
2019 Q1	$2.05M	Sell	7,923 -980	-11%	-$246K	0.74%	25
2018 Q4	$2.23M	Buy	+8,903	New	+$2.22M	1.05%	21

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

Advisory Alpha's DIA Position: Q1 2026 in Review

Advisory Alpha reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.3% in Q1 2026, selling an estimated $29.1K and leaving 4,706 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #117.

Advisory Alpha first reported a position in DIA in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.04M in Q4 2021. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Advisory Alpha held 4,706 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.18M as of Q1 2026.
Advisory Alpha sold 60 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $29.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Advisory Alpha's portfolio in Q1 2026, its #117 holding.
Advisory Alpha first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 30 quarters since.
Advisory Alpha's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.04M in Q4 2021.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.