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

Chartist 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	$28.1M	Sell	60,607 -375	-0.6%	-$182K	20.16%	3
2025 Q4	$29.3M	Sell	60,982 -638	-1%	-$302K	19.86%	3
2025 Q3	$28.6M	Buy	+61,620	New	+$27.8M	19.51%	3
2024 Q4	$62.3M	Sell	146,453 -4,949	-3%	-$2.14M	32.29%	1
2024 Q3	$64.1M	Sell	151,402 -6,226	-4%	-$2.53M	32.9%	1
2024 Q2	$61.7M	Sell	157,628 -4,169	-3%	-$1.62M	31.97%	1
2024 Q1	$64.4M	Sell	161,797 -4,471	-3%	-$1.72M	33%	1
2023 Q4	$62.7M	Sell	166,268 -6,089	-4%	-$2.13M	34.07%	1
2023 Q3	$57.7M	Sell	172,357 -15,392	-8%	-$5.34M	34.25%	1
2023 Q2	$64.6M	Buy	187,749 +93,226	+99%	+$31.4M	34.17%	1
2023 Q1	$29.1M	Buy	+94,523	New	+$31.4M	28.83%	1
2022 Q2	$29.1M	Sell	94,523 -4,159	-4%	-$1.36M	17.29%	2
2022 Q1	$34.2M	Sell	98,682 -1,112	-1%	-$386K	16.01%	2
2021 Q4	$36.3M	Buy	99,794 +3,369	+3%	+$1.2M	15.59%	2
2021 Q3	$32.6M	Sell	96,425 -1,499	-2%	-$524K	15.49%	2
2021 Q2	$33.8M	Sell	97,924 -196	-0.2%	-$66.9K	15.59%	2
2021 Q1	$32.4M	Sell	98,120 -4,302	-4%	-$1.36M	16.53%	2
2020 Q4	$31.3M	Sell	102,422 -5,276	-5%	-$1.54M	16.35%	2
2020 Q3	$29.9M	Buy	+107,698	New	+$29.4M	16.79%	2
2019 Q4	$14.5M	Sell	50,783 -1,192	-2%	-$328K	8.83%	5
2019 Q3	$14M	Sell	51,975 -1,407	-3%	-$375K	9.02%	5
2019 Q2	$14.2M	Sell	53,382 -2,470	-4%	-$645K	8.99%	5
2019 Q1	$14.5M	Sell	55,852 -1,286	-2%	-$323K	12.15%	4
2018 Q4	$13.3M	Sell	57,138 -179,251	-76%	-$44.7M	25.73%	2
2018 Q3	$62.5M	Sell	236,389 -9,443	-4%	-$2.42M	27.5%	1
2018 Q2	$59.7M	Sell	245,832 -2,139	-0.9%	-$525K	27.01%	2
2018 Q1	$59.9M	Sell	247,971 -9,273	-4%	-$2.33M	27.99%	1
2017 Q4	$63.6M	Sell	257,244 -4,520	-2%	-$1.07M	28.17%	1
2017 Q3	$58.6M	Sell	261,764 -1,681	-0.6%	-$368K	27.57%	2
2017 Q2	$56.2M	Sell	263,445 -2,471	-0.9%	-$518K	27.38%	2
2017 Q1	$54.9M	Sell	265,916 -488	-0.2%	-$99.5K	26.78%	2
2016 Q4	$52.6M	Sell	266,404 -7,203	-3%	-$1.36M	26.84%	2
2016 Q3	$50M	Sell	273,607 -7,473	-3%	-$1.37M	26.22%	2
2016 Q2	$50.3M	Buy	+281,080	New	+$49.9M	26.88%	2
2015 Q4	$32.5M	Buy	+186,842	New	+$32.6M	16.1%	4
2015 Q3	–	Sell	-43,663	Closed	-$7.73M	–	19
2015 Q2	$7.73M	Buy	43,663 +1	+0%	+$180	3.73%	7
2015 Q1	$7.8M	Sell	43,662 -1,170	-3%	-$208K	3.7%	7
2014 Q4	$7.98M	Sell	44,832 -1,140	-2%	-$197K	3.73%	6
2014 Q3	$7.69M	Sell	45,972 -311	-0.7%	-$52.7K	4.02%	6
2014 Q2	$7.83M	Sell	46,283 -522	-1%	-$86.5K	3.82%	6
2014 Q1	$7.61M	Sell	46,805 -552	-1%	-$89.2K	4.06%	6
2013 Q4	$7.8M	Sell	47,357 -396	-0.8%	-$62.2K	4.05%	7
2013 Q3	$7.24M	Sell	47,753 -1,149	-2%	-$175K	4.16%	7
2013 Q2	$7.36M	Buy	+48,902	New	+$7.3M	4.25%	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

Chartist Inc's DIA Position: Q1 2026 in Review

Chartist Inc reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.61% in Q1 2026, selling an estimated $182K and leaving 60,607 shares worth $28.1M. The position accounts for 20.16% of the portfolio, ranked #3.

Chartist Inc first reported a position in DIA in Q2 2013 and has held it in 44 quarters since. The position peaked at $64.6M in Q2 2023. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Chartist Inc held 60,607 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $28.1M as of Q1 2026.
Chartist Inc sold 375 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $182K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 20.16% of Chartist Inc's portfolio in Q1 2026, its #3 holding.
Chartist Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 44 quarters since.
Chartist Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $64.6M in Q2 2023.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Chartist Inc's 13F filing for Q1 2026, filed 14 May 2026.