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

Anchor Investment Management’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	$96.6K	Buy	209 +1	+0.5%	+$484	0.01%	487
2025 Q4	$99.8K	Sell	208 -10	-5%	-$4.73K	0.01%	481
2025 Q3	$101K	Buy	218 +1	+0.5%	+$451	0.01%	483
2025 Q2	$95.7K	Buy	217 +12	+6%	+$4.98K	0.01%	482
2025 Q1	$86.2K	Buy	205 +1	+0.5%	+$432	0.01%	489
2024 Q4	$87K	Hold	204	–	–	0.01%	487
2024 Q3	$86.2K	Sell	204 -30	-13%	-$12.2K	0.01%	494
2024 Q2	$91.5K	Buy	234 +1	+0.4%	+$388	0.01%	437
2024 Q1	$92.7K	Sell	233 -77	-25%	-$29.7K	0.01%	452
2023 Q4	$117K	Buy	310 +7	+2%	+$2.45K	0.01%	428
2023 Q3	$102K	Buy	303 +149	+97%	+$51.7K	0.01%	425
2023 Q2	$53K	Buy	154 +128	+492%	+$43.1K	0.01%	500
2023 Q1	$8.65K	Hold	26	–	–	﹤0.01%	768
2022 Q4	$8.62K	Hold	26	–	–	﹤0.01%	742
2022 Q3	$7.47K	Hold	26	–	–	﹤0.01%	758
2022 Q2	$8K	Hold	26	–	–	﹤0.01%	763
2022 Q1	$9.02K	Buy	+26	New	+$9.02K	﹤0.01%	770

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

Anchor Investment Management's DIA Position: Q1 2026 in Review

Anchor Investment Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.48% in Q1 2026, buying an estimated $484 and bringing the position to 209 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #487.

Anchor Investment Management first reported a position in DIA in Q1 2022 and has held it in 17 quarters since. The position peaked at $117K in Q4 2023. 1,359 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Anchor Investment Management held 209 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $96.6K as of Q1 2026.
Anchor Investment Management bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q1 2026, an estimated $484.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #487 holding.
Anchor Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 17 quarters since.
Anchor Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $117K in Q4 2023.
1,359 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

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