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Beacon Pointe Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Beacon Pointe 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
2024
Q3 		– Sell
-1,600
Closed -$626K – 1247
2024
Q2 		$626K Sell
1,600
-800
-33% -$311K 0.01% 803
2024
Q1 		$955K Buy
+2,400
New +$925K 0.01% 701

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

Beacon Pointe Advisors's DIA Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q1 2026, buying an estimated $999K and bringing the position to 20,362 shares worth $9.43M. The position accounts for 0.05% of the portfolio, ranked #332.

Beacon Pointe Advisors first reported a position in DIA in Q1 2020 and has held it in 25 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Beacon Pointe Advisors held 20,362 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $9.43M as of Q1 2026.
  • Beacon Pointe Advisors bought 2,063 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $999K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #332 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 25 quarters since.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.