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

Calamos Wealth 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 Q3	$852K	Sell	1,675 -50	-3%	-$26.3K	0.02%	246
2026 Q2	$901K	Buy	1,725 +424	+33%	+$212K	0.03%	226
2026 Q1	$603K	Buy	1,301 +300	+30%	+$145K	0.02%	276
2025 Q4	$481K	Hold	1,001	–	–	0.02%	272
2025 Q3	$464K	Hold	1,001	–	–	0.02%	274
2025 Q2	$441K	Buy	+1,001	New	+$415K	0.02%	252
2020 Q4	–	Sell	-3,273	Closed	-$908K	–	282
2020 Q3	$908K	Buy	3,273 +1	+0%	+$273	0.1%	133
2020 Q2	$844K	Buy	+3,272	New	+$805K	0.11%	124
2020 Q1	–	Sell	-753	Closed	-$215K	–	243
2019 Q4	$215K	Sell	753 -1	-0.1%	-$276	0.03%	225
2019 Q3	$203K	Hold	754	–	–	0.03%	221
2019 Q2	$200K	Buy	+754	New	+$197K	0.03%	223

Other funds holding DIA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Calamos Wealth Management's DIA Position: Q3 2026 in Review

Calamos Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.9% in Q3 2026, selling an estimated $26.3K and leaving 1,675 shares worth $852K. The position accounts for 0.02% of the portfolio, ranked #246.

Calamos Wealth Management first reported a position in DIA in Q2 2019 and has held it in 11 quarters since. The position peaked at $908K in Q3 2020. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Calamos Wealth Management held 1,675 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $852K as of Q3 2026.
Calamos Wealth Management sold 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $26.3K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Calamos Wealth Management's portfolio in Q3 2026, its #246 holding.
Calamos Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 11 quarters since.
Calamos Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $908K in Q3 2020.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.