Avestar Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Avestar Capital’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
2024 Q1	–	Sell	-10,000	Closed	-$3.77M	–	470
2023 Q4	$3.77M	Sell	10,000 -10,000	-50%	-$3.49M	0.43%	48
2023 Q3	$6.7M	Buy	+20,000	New	+$6.94M	0.95%	27
2023 Q2	–	Sell	-10,000	Closed	-$3.33M	–	343
2023 Q1	$3.33M	Sell	10,000 -20,000	-67%	-$6.65M	0.59%	37
2022 Q4	$9.94M	Buy	30,000 +10,000	+50%	+$3.25M	1.8%	12
2022 Q3	$5.75M	Buy	20,000 +4,500	+29%	+$1.43M	1.46%	15
2022 Q2	$4.77M	Buy	15,500 +5,500	+55%	+$1.8M	1.17%	21
2022 Q1	$3.47M	Buy	10,000 +4,000	+67%	+$1.39M	0.55%	40
2021 Q4	$2.18M	Hold	6,000	–	–	0.27%	79
2021 Q3	$2.03M	Buy	+6,000	New	+$2.1M	0.26%	87

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avestar Capital's DIA Position: Q2 2026 in Review

Avestar Capital opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 1,514 shares worth $791K. The stake represents 0.04% of the portfolio and ranks #281 among its holdings. This is a return to the name: Avestar Capital previously reported a position in DIA as recently as Q2 2024.

Avestar Capital first reported a position in DIA in Q3 2023 and has held it in 4 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Avestar Capital held 1,514 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $791K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Avestar Capital position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Avestar Capital's portfolio in Q2 2026, its #281 holding.
Avestar Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 4 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.