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

Capital Investment 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
2026
Q1 		$1.88M Sell
4,062
-108
-3% -$52.3K 0.03% 243
2025
Q4 		$2M Sell
4,170
-851
-17% -$403K 0.03% 234
2025
Q3 		$2.33M Buy
5,021
+1,294
+35% +$583K 0.04% 215
2025
Q2 		$1.64M Buy
3,727
+963
+35% +$400K 0.03% 260
2025
Q1 		$1.16M Buy
2,764
+131
+5% +$56.7K 0.02% 301
2024
Q4 		$1.12M Buy
2,633
+441
+20% +$191K 0.02% 296
2024
Q3 		$928K Sell
2,192
-15
-0.7% -$6.09K 0.02% 309
2024
Q2 		$863K Buy
2,207
+1
+0% +$388 0.02% 310
2024
Q1 		$878K Buy
2,206
+647
+42% +$249K 0.02% 308
2023
Q4 		$588K Sell
1,559
-5
-0.3% -$1.75K 0.01% 352
2023
Q3 		$524K Buy
1,564
+6
+0.4% +$2.08K 0.01% 350
2023
Q2 		$536K Buy
1,558
+61
+4% +$20.5K 0.02% 331
2023
Q1 		$498K Sell
1,497
-175
-10% -$58.1K 0.01% 349
2022
Q4 		$554K Sell
1,672
-109
-6% -$35.4K 0.02% 344
2022
Q3 		$512K Hold
1,781
– – 0.02% 334
2022
Q2 		$548K Sell
1,781
-229
-11% -$74.9K 0.02% 334
2022
Q1 		$697K Buy
2,010
+359
+22% +$125K 0.02% 324
2021
Q4 		$600K Sell
1,651
-29
-2% -$10.3K 0.02% 346
2021
Q3 		$568K Hold
1,680
– – 0.02% 349
2021
Q2 		$579K Sell
1,680
-28
-2% -$9.56K 0.02% 344
2021
Q1 		$564K Sell
1,708
-19
-1% -$6K 0.02% 331
2020
Q4 		$528K Sell
1,727
-387
-18% -$113K 0.02% 325
2020
Q3 		$587K Sell
2,114
-91
-4% -$24.9K 0.03% 298
2020
Q2 		$569K Sell
2,205
-186
-8% -$45.7K 0.03% 293
2020
Q1 		$524K Buy
2,391
+26
+1% +$6.91K 0.03% 275
2019
Q4 		$674K Hold
2,365
– – 0.03% 283
2019
Q3 		$637K Sell
2,365
-457
-16% -$122K 0.03% 276
2019
Q2 		$750K Buy
2,822
+109
+4% +$28.5K 0.04% 253
2019
Q1 		$703K Buy
2,713
+325
+14% +$81.7K 0.04% 252
2018
Q4 		$557K Buy
2,388
+281
+13% +$70.1K 0.04% 268
2018
Q3 		$557K Sell
2,107
-113
-5% -$28.9K 0.03% 275
2018
Q2 		$539K Buy
2,220
+33
+2% +$8.1K 0.03% 281
2018
Q1 		$528K Buy
2,187
+142
+7% +$35.7K 0.03% 284
2017
Q4 		$506K Buy
2,045
+228
+13% +$54K 0.03% 293
2017
Q3 		$407K Sell
1,817
-80
-4% -$17.5K 0.03% 317
2017
Q2 		$404K Buy
1,897
+153
+9% +$32.1K 0.03% 313
2017
Q1 		$360K Sell
1,744
-50
-3% -$10.2K 0.03% 332
2016
Q4 		$354K Buy
1,794
+26
+1% +$4.9K 0.03% 323
2016
Q3 		$323K Sell
1,768
-6
-0.3% -$1.1K 0.03% 328
2016
Q2 		$318K Sell
1,774
-85
-5% -$15.1K 0.03% 319
2016
Q1 		$328K Buy
1,859
+60
+3% +$9.99K 0.03% 307
2015
Q4 		$313K Buy
1,799
+1
+0.1% +$175 0.03% 317
2015
Q3 		$292K Hold
1,798
– – 0.03% 298
2015
Q2 		$316K Sell
1,798
-277
-13% -$49.8K 0.03% 303
2015
Q1 		$368K Buy
2,075
+620
+43% +$110K 0.04% 284
2014
Q4 		$259K Buy
+1,455
New +$252K 0.03% 326
2014
Q3 		– Sell
-1,479
Closed -$248K – 388
2014
Q2 		$248K Sell
1,479
-99
-6% -$16.4K 0.03% 323
2014
Q1 		$259K Buy
+1,578
New +$255K 0.03% 320

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

Capital Investment Advisors's DIA Position: Q1 2026 in Review

Capital Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.6% in Q1 2026, selling an estimated $52.3K and leaving 4,062 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #243.

Capital Investment Advisors first reported a position in DIA in Q1 2014 and has held it in 48 quarters since. The position peaked at $2.33M in Q3 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Capital Investment Advisors held 4,062 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.88M as of Q1 2026.
  • Capital Investment Advisors sold 108 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $52.3K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #243 holding.
  • Capital Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2014 and has held it in 48 quarters since.
  • Capital Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.33M in Q3 2025.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.