Catherine Avery Investment Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Catherine Avery Investment 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 Q2	$1.57K	Hold	3	–	–	﹤0.01%	151
2026 Q1	$1.39K	Hold	3	–	–	﹤0.01%	103
2025 Q4	$1.44K	Hold	3	–	–	﹤0.01%	137
2025 Q3	$1.39K	Hold	3	–	–	﹤0.01%	139
2025 Q2	$1.32K	Hold	3	–	–	﹤0.01%	142
2025 Q1	$1.26K	Hold	3	–	–	﹤0.01%	139
2024 Q4	$1.28K	Buy	+3	New	+$1.3K	﹤0.01%	146

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

Catherine Avery Investment Management's DIA Position: Q2 2026 in Review

Catherine Avery Investment Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 3 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Catherine Avery Investment Management first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Catherine Avery Investment Management held 3 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.57K as of Q2 2026.
Catherine Avery Investment Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #151 holding.
Catherine Avery Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.