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 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

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

Calamos Wealth Management's DIA Position: Q1 2026 in Review

Calamos Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 30% in Q1 2026, buying an estimated $145K and bringing the position to 1,301 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #276.

Calamos Wealth Management first reported a position in DIA in Q2 2019 and has held it in 9 quarters since. The position peaked at $908K in Q3 2020. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Calamos Wealth Management held 1,301 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $603K as of Q1 2026.
Calamos Wealth Management bought 300 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $145K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Calamos Wealth Management's portfolio in Q1 2026, its #276 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 9 quarters since.
Calamos Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $908K in Q3 2020.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.