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

Balyasny Asset 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	$28.9M	Buy	62,500 +17,500	+39%	+$8.48M	0.04%	543
2025 Q4	$21.6M	Sell	45,000 -58,700	-57%	-$27.8M	0.03%	671
2025 Q3	$48.1M	Sell	103,700 -200	-0.2%	-$90.1K	0.06%	376
2025 Q2	$45.8M	Buy	103,900 +6,800	+7%	+$2.82M	0.07%	363
2025 Q1	$40.8M	Sell	97,100 -45,500	-32%	-$19.7M	0.07%	357
2024 Q4	$60.7M	Sell	142,600 -107,400	-43%	-$46.5M	0.09%	272
2024 Q3	$106M	Buy	250,000 +68,700	+38%	+$27.9M	0.17%	113
2024 Q2	$70.9M	Sell	181,300 -286,700	-61%	-$111M	0.12%	203
2024 Q1	$186M	Sell	468,000 -20,000	-4%	-$7.7M	0.33%	42
2023 Q4	$184M	Buy	488,000 +395,500	+428%	+$138M	0.35%	39
2023 Q3	$31M	Buy	92,500 +58,300	+170%	+$20.2M	0.06%	418
2023 Q2	$11.8M	Buy	34,200 +10,200	+43%	+$3.43M	0.03%	706
2023 Q1	$7.98M	Hold	24,000	–	–	0.02%	864
2022 Q4	$7.95M	Hold	24,000	–	–	0.02%	830
2022 Q3	$6.89M	Hold	24,000	–	–	0.02%	858
2022 Q2	$7.39M	Buy	+24,000	New	+$7.85M	0.02%	769

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

Balyasny Asset Management's DIA Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 20,807 shares worth $9.64M. The stake represents 0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in DIA as recently as Q3 2025.

Balyasny Asset Management first reported a position in DIA in Q2 2014 and has held it in 23 quarters since. The position peaked at $111M in Q4 2017. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Balyasny Asset Management held 20,807 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.64M as of Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Balyasny Asset Management position in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1049 holding.
Balyasny Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2014 and has held it in 23 quarters since.
Balyasny Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $111M in Q4 2017.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.