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

Centerpoint 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 Q2	$2K	Hold	3	–	–	﹤0.01%	381
2026 Q1	$1K	Hold	3	–	–	﹤0.01%	380
2025 Q4	$1K	Hold	3	–	–	﹤0.01%	383
2025 Q3	$1K	Hold	3	–	–	﹤0.01%	420
2025 Q2	$1K	Hold	3	–	–	﹤0.01%	362
2025 Q1	$1K	Hold	3	–	–	﹤0.01%	370
2024 Q4	$1K	Hold	3	–	–	﹤0.01%	426
2024 Q3	$1K	Hold	3	–	–	﹤0.01%	447
2024 Q2	$1K	Hold	3	–	–	﹤0.01%	420
2024 Q1	$1K	Hold	3	–	–	﹤0.01%	408
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	403
2023 Q3	$1K	Hold	3	–	–	﹤0.01%	487
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	491
2023 Q1	$1K	Hold	3	–	–	﹤0.01%	486
2022 Q4	$1K	Buy	+3	New	+$975	﹤0.01%	435
2020 Q1	–	Sell	-225	Closed	-$64K	–	251
2019 Q4	$64K	Hold	225	–	–	0.05%	88
2019 Q3	$61K	Hold	225	–	–	0.05%	89
2019 Q2	$60K	Hold	225	–	–	0.05%	91
2019 Q1	$58K	Hold	225	–	–	0.05%	92
2018 Q4	$52K	Hold	225	–	–	0.05%	95
2018 Q3	$59K	Hold	225	–	–	0.05%	89
2018 Q2	$55K	Hold	225	–	–	0.05%	92
2018 Q1	$54K	Sell	225 -51	-18%	-$12.8K	0.05%	90
2017 Q4	$68K	Buy	+276	New	+$65.4K	0.06%	61

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

Centerpoint Advisors's DIA Position: Q2 2026 in Review

Centerpoint Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 3 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Centerpoint Advisors first reported a position in DIA in Q4 2017 and has held it in 24 quarters since. The position peaked at $68K in Q4 2017. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Centerpoint Advisors held 3 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2K as of Q2 2026.
Centerpoint Advisors 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 Centerpoint Advisors's portfolio in Q2 2026, its #381 holding.
Centerpoint Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 24 quarters since.
Centerpoint Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $68K in Q4 2017.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.