Capital Management Associates Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Capital Management Associates Inc’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	$13.4M	Buy	29,008 +2,731	+10%	+$1.32M	3.04%	8
2025 Q4	$12.6M	Buy	26,277 +733	+3%	+$347K	2.79%	8
2025 Q3	$11.8M	Buy	25,544 +837	+3%	+$377K	3.2%	9
2025 Q2	$10.9M	Sell	24,707 -24,261	-50%	-$10.1M	3.45%	9
2025 Q1	$20.6M	Buy	48,968 +26,582	+119%	+$11.5M	4.66%	6
2024 Q4	$9.53M	Buy	22,386 +396	+2%	+$171K	3.57%	8
2024 Q3	$9.3M	Buy	21,990 +55	+0.3%	+$22.3K	3.8%	8
2024 Q2	$8.58M	Buy	21,935 +447	+2%	+$174K	5.19%	6
2024 Q1	$8.55M	Buy	21,488 +2,260	+12%	+$871K	6.29%	3
2023 Q4	$7.25M	Buy	+19,228	New	+$6.72M	4.27%	5

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

Capital Management Associates Inc's DIA Position: Q1 2026 in Review

Capital Management Associates Inc increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 10% in Q1 2026, buying an estimated $1.32M and bringing the position to 29,008 shares worth $13.4M. The position accounts for 3.04% of the portfolio, ranked #8.

Capital Management Associates Inc first reported a position in DIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.6M in Q1 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Capital Management Associates Inc held 29,008 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $13.4M as of Q1 2026.
Capital Management Associates Inc bought 2,731 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $1.32M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.04% of Capital Management Associates Inc's portfolio in Q1 2026, its #8 holding.
Capital Management Associates Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 10 quarters since.
Capital Management Associates Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $20.6M in Q1 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 Management Associates Inc's 13F filing for Q1 2026, filed 23 Apr 2026.