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

CFO Capital 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
Q1 		– Sell
-1,387
Closed -$667K – 108
2025
Q4 		$667K Buy
+1,387
New +$656K 0.5% 57

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 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 $786B AUM 40.34% 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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CFO Capital Management's DIA Position: Q1 2026 in Review

CFO Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 1,387 shares — an estimated $667K sold.

CFO Capital Management first reported a position in DIA in Q4 2025 and held it in 1 quarter. The position peaked at $667K in Q4 2025. 1,365 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • CFO Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
  • CFO Capital Management sold 1,387 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $667K.
  • CFO Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and held it in 1 quarter.
  • CFO Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $667K in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.