Ausdal Financial Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ausdal Financial Partners’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	$4.71M	Buy	10,158 +521	+5%	+$252K	0.21%	118
2025 Q4	$4.63M	Sell	9,637 -3,288	-25%	-$1.56M	0.21%	112
2025 Q3	$5.99M	Buy	12,925 +4,384	+51%	+$1.98M	0.29%	74
2025 Q2	$3.76M	Buy	8,541 +1,353	+19%	+$561K	0.25%	99
2025 Q1	$3.02M	Buy	7,188 +3,896	+118%	+$1.68M	0.23%	104
2024 Q4	$1.4M	Buy	3,292 +238	+8%	+$103K	0.12%	167
2024 Q3	$1.29M	Buy	3,054 +22	+0.7%	+$8.94K	0.13%	156
2024 Q2	$1.19M	Sell	3,032 -183	-6%	-$71K	0.13%	163
2024 Q1	$1.28M	Sell	3,215 -87	-3%	-$33.5K	0.15%	144
2023 Q4	$1.24M	Buy	3,302 +197	+6%	+$68.8K	0.15%	140
2023 Q3	$1.04M	Sell	3,105 -70	-2%	-$24.3K	0.14%	153
2023 Q2	$1.09M	Buy	+3,175	New	+$1.07M	0.15%	155
2022 Q2	–	Sell	-3,662	Closed	-$1.27M	–	471
2022 Q1	$1.27M	Sell	3,662 -4,235	-54%	-$1.47M	0.17%	155
2021 Q4	$2.87M	Buy	7,897 +32	+0.4%	+$11.4K	0.38%	72
2021 Q3	$2.66M	Sell	7,865 -353	-4%	-$123K	0.4%	70
2021 Q2	$2.83M	Buy	8,218 +2,946	+56%	+$1.01M	0.43%	69
2021 Q1	$1.74M	Buy	5,272 +392	+8%	+$124K	0.29%	101
2020 Q4	$1.49M	Sell	4,880 -5,760	-54%	-$1.68M	0.29%	102
2020 Q3	$2.95M	Sell	10,640 -66	-0.6%	-$18K	0.71%	35
2020 Q2	$2.76M	Sell	10,706 -191	-2%	-$47K	0.91%	27
2020 Q1	$2.58M	Sell	10,897 -956	-8%	-$254K	0.91%	27
2019 Q4	$3.4M	Buy	11,853 +5,217	+79%	+$1.44M	1.01%	20
2019 Q3	$1.79M	Buy	6,636 +1,480	+29%	+$395K	0.63%	39
2019 Q2	$1.4M	Buy	+5,156	New	+$1.35M	0.54%	52
2018 Q2	–	Sell	-2,254	Closed	-$544K	–	408
2018 Q1	$544K	Buy	2,254 +1,315	+140%	+$330K	0.19%	162
2017 Q4	$232K	Buy	939 +2	+0.2%	+$474	0.08%	302
2017 Q3	$210K	Buy	+937	New	+$205K	0.08%	298
2016 Q1	–	Sell	-126	Closed	-$22K	–	397
2015 Q4	$22K	Buy	+126	New	+$22K	0.01%	708

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

Ausdal Financial Partners's DIA Position: Q1 2026 in Review

Ausdal Financial Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.4% in Q1 2026, buying an estimated $252K and bringing the position to 10,158 shares worth $4.71M. The position accounts for 0.21% of the portfolio, ranked #118.

Ausdal Financial Partners first reported a position in DIA in Q4 2015 and has held it in 28 quarters since. The position peaked at $5.99M in Q3 2025. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Ausdal Financial Partners held 10,158 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.71M as of Q1 2026.
Ausdal Financial Partners bought 521 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $252K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of Ausdal Financial Partners's portfolio in Q1 2026, its #118 holding.
Ausdal Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 28 quarters since.
Ausdal Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.99M in Q3 2025.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.