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All Terrain Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

All Terrain Financial 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
Q1 		$4.12M Hold
8,900
– – 0.97% 19
2025
Q4 		$4.28M Buy
8,900
+8,200
+1,171% +$3.88M 0.99% 19
2025
Q3 		$325K Hold
700
– – 0.08% 101
2025
Q2 		$308K Hold
700
– – 0.09% 87
2025
Q1 		$294K Buy
700
+100
+17% +$43.2K 0.09% 77
2024
Q4 		$255K Sell
600
-500
-45% -$216K 0.08% 79
2024
Q3 		$465K Buy
+1,100
New +$447K 0.17% 53
2024
Q2 		– Sell
-1,600
Closed -$636K – 90
2024
Q1 		$636K Sell
1,600
-8,900
-85% -$3.43M 0.25% 47
2023
Q4 		$3.96M Buy
10,500
+100
+1% +$34.9K 1.49% 15
2023
Q3 		$3.48M Sell
10,400
-300
-3% -$104K 1.46% 16
2023
Q2 		$3.68M Buy
10,700
+300
+3% +$101K 1.39% 17
2023
Q1 		$3.46M Buy
10,400
+3,400
+49% +$1.13M 1.42% 17
2022
Q4 		$2.32M Buy
7,000
+6,600
+1,650% +$2.15M 1.02% 27
2022
Q3 		$115K Hold
400
– – 0.05% 77
2022
Q2 		$123K Sell
400
-15,100
-97% -$4.94M 0.05% 81
2022
Q1 		$5.38M Buy
15,500
+15,300
+7,650% +$5.31M 2.17% 13
2021
Q4 		$73K Hold
200
– – 0.03% 81
2021
Q3 		$68K Hold
200
– – 0.03% 81
2021
Q2 		$69K Hold
200
– – 0.03% 87
2021
Q1 		$66K Sell
200
-400
-67% -$126K 0.03% 80
2020
Q4 		$183K Sell
600
-18,100
-97% -$5.27M 0.07% 85
2020
Q3 		$5.19M Sell
18,700
-300
-2% -$82K 1.78% 15
2020
Q2 		$4.9M Buy
19,000
+1,700
+10% +$418K 2.01% 12
2020
Q1 		$3.79M Buy
17,300
+4,600
+36% +$1.22M 1.54% 16
2019
Q4 		$3.62M Sell
12,700
-200
-2% -$55.1K 1.18% 23
2019
Q3 		$3.48M Hold
12,900
– – 1.17% 24
2019
Q2 		$3.43M Buy
12,900
+6,400
+98% +$1.67M 1.17% 22
2019
Q1 		$1.68M Buy
+6,500
New +$1.63M 0.58% 36
2018
Q4 		– Sell
-300
Closed -$79K – 210
2018
Q3 		$79K Sell
300
-900
-75% -$230K 0.03% 196
2018
Q2 		$291K Buy
1,200
+800
+200% +$196K 0.13% 115
2018
Q1 		$97K Sell
400
-700
-64% -$176K 0.04% 193
2017
Q4 		$272K Buy
+1,100
New +$261K 0.13% 127

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

All Terrain Financial Advisors's DIA Position: Q1 2026 in Review

All Terrain Financial Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.6% in Q1 2026, selling an estimated $92K and leaving 31,598 shares worth $14.6M. The position accounts for 3.44% of the portfolio, ranked #7.

All Terrain Financial Advisors first reported a position in DIA in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.3M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • All Terrain Financial Advisors held 31,598 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $14.6M as of Q1 2026.
  • All Terrain Financial Advisors sold 190 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $92K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.44% of All Terrain Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • All Terrain Financial 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.
  • All Terrain Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15.3M in Q4 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 All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.