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

BTS 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	$678K	Sell	1,465 -873	-37%	-$423K	2.61%	4
2025 Q4	$1.12M	Buy	+2,338	New	+$1.11M	1.52%	5
2025 Q1	–	Sell	-2,922	Closed	-$1.24M	–	38
2024 Q4	$1.24M	Sell	2,922 -240	-8%	-$104K	1.24%	4
2024 Q3	$1.34M	Buy	+3,162	New	+$1.28M	1.28%	4
2024 Q2	–	Sell	-4,805	Closed	-$1.91M	–	24
2024 Q1	$1.91M	Sell	4,805 -1,735	-27%	-$668K	1.58%	6
2023 Q4	$2.47M	Buy	+6,540	New	+$2.29M	1.86%	6
2023 Q1	–	Sell	-10,899	Closed	-$3.62M	–	43
2022 Q4	$3.62M	Buy	+10,899	New	+$3.54M	1.59%	6
2017 Q4	–	Sell	-172,742	Closed	-$25.1M	–	3
2017 Q3	$25.1M	Buy	+172,742	New	+$37.8M	2.64%	4

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

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

BTS Asset Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 37% in Q1 2026, selling an estimated $423K and leaving 1,465 shares worth $678K. The position accounts for 2.61% of the portfolio, ranked #4.

BTS Asset Management first reported a position in DIA in Q3 2017 and has held it in 8 quarters since. The position peaked at $25.1M in Q3 2017. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

BTS Asset Management held 1,465 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $678K as of Q1 2026.
BTS Asset Management sold 873 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $423K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.61% of BTS Asset Management's portfolio in Q1 2026, its #4 holding.
BTS Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and has held it in 8 quarters since.
BTS Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $25.1M in Q3 2017.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

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