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

Capital Investment Advisory Services’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 Q2	$1.71M	Buy	3,274 +204	+7%	+$102K	0.11%	208
2026 Q1	$1.42M	Sell	3,070 -24	-0.8%	-$11.6K	0.1%	197
2025 Q4	$1.49M	Sell	3,094 -99	-3%	-$46.8K	0.11%	191
2025 Q3	$1.48M	Sell	3,193 -137	-4%	-$61.7K	0.12%	181
2025 Q2	$1.47M	Sell	3,330 -90	-3%	-$37.3K	0.12%	175
2025 Q1	$1.44M	Sell	3,420 -551	-14%	-$238K	0.13%	168
2024 Q4	$1.69M	Sell	3,971 -54	-1%	-$23.4K	0.16%	138
2024 Q3	$1.7M	Buy	4,025 +30	+0.8%	+$12.2K	0.16%	138
2024 Q2	$1.56M	Sell	3,995 -60	-1%	-$23.3K	0.16%	135
2024 Q1	$1.61M	Sell	4,055 -108	-3%	-$41.6K	0.17%	134
2023 Q4	$1.57M	Sell	4,163 -78	-2%	-$27.3K	0.15%	133
2023 Q3	$1.42M	Sell	4,241 -189	-4%	-$65.5K	0.14%	139
2023 Q2	$1.52M	Buy	4,430 +1	+0%	+$337	0.15%	122
2023 Q1	$1.47M	Buy	4,429 +46	+1%	+$15.3K	0.17%	116
2022 Q4	$1.45M	Buy	+4,383	New	+$1.42M	0.17%	116
2019 Q4	–	Sell	-100	Closed	-$27K	–	726
2019 Q3	$27K	Sell	100 -6	-6%	-$1.6K	0.01%	722
2019 Q2	$29K	Buy	106 +6	+6%	+$1.57K	0.01%	676
2019 Q1	$26K	Hold	100	–	–	0.01%	623
2018 Q4	$23K	Buy	+100	New	+$25K	0.01%	615

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Investment Advisory Services's DIA Position: Q2 2026 in Review

Capital Investment Advisory Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.6% in Q2 2026, buying an estimated $102K and bringing the position to 3,274 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #208.

Capital Investment Advisory Services first reported a position in DIA in Q4 2018 and has held it in 19 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Capital Investment Advisory Services held 3,274 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.71M as of Q2 2026.
Capital Investment Advisory Services bought 204 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $102K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Capital Investment Advisory Services's portfolio in Q2 2026, its #208 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 19 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.