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

Cetera Investment Advisers’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 		$58.7K Buy
1,900
+100
+6% +$48.4K ﹤0.01% 4559
2025
Q4 		$14.7K Buy
+1,800
New +$851K ﹤0.01% 4595
2025
Q3 		– Sell
-1,700
Closed -$17K – 4592
2025
Q2 		$17K Buy
1,700
+1,000
+143% +$415K ﹤0.01% 4032
2025
Q1 		$12.8K Buy
700
+300
+75% +$130K ﹤0.01% 3935
2024
Q4 		$6.35K Hold
400
– – ﹤0.01% 3737
2024
Q3 		$4.01K Sell
400
-100
-20% -$40.6K ﹤0.01% 3687
2024
Q2 		$4.9K Hold
500
– – ﹤0.01% 3687
2024
Q1 		$5.45K Hold
500
– – ﹤0.01% 3665
2023
Q4 		$4.05K Sell
500
-100
-17% -$34.9K ﹤0.01% 2213
2023
Q3 		$9.8K Buy
600
+100
+20% +$34.7K ﹤0.01% 2171
2023
Q2 		$1.9K Hold
500
– – ﹤0.01% 2178
2023
Q1 		$6.4K Hold
500
– – ﹤0.01% 2144
2022
Q4 		$4.96K Buy
500
+400
+400% +$130K ﹤0.01% 2089
2022
Q3 		$2K Sell
100
-100
-50% -$31.8K ﹤0.01% 1693
2022
Q2 		$2K Hold
200
– – ﹤0.01% 1812
2022
Q1 		$4K Buy
+200
New +$69.4K ﹤0.01% 1861
2021
Q4 		– Sell
-400
Closed -$4K – 1877
2021
Q3 		$4K Buy
+400
New +$140K ﹤0.01% 1777

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

Cetera Investment Advisers's DIA Position: Q1 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.33% in Q1 2026, selling an estimated $418K and leaving 261,569 shares worth $121M. The position accounts for 0.13% of the portfolio, ranked #144.

Cetera Investment Advisers first reported a position in DIA in Q2 2017 and has held it in 36 quarters since. The position peaked at $126M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Cetera Investment Advisers held 261,569 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $121M as of Q1 2026.
  • Cetera Investment Advisers sold 862 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $418K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Cetera Investment Advisers's portfolio in Q1 2026, its #144 holding.
  • Cetera Investment Advisers first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2017 and has held it in 36 quarters since.
  • Cetera Investment Advisers's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $126M in Q4 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 Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.