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

Checchi Capital 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	–	Sell	-678	Closed	-$326K	–	611
2025 Q4	$326K	Sell	678 -91	-12%	-$43K	0.02%	415
2025 Q3	$357K	Buy	769 +40	+5%	+$18K	0.02%	406
2025 Q2	$321K	Sell	729 -52	-7%	-$21.6K	0.02%	438
2025 Q1	$328K	Buy	781 +96	+14%	+$41.5K	0.02%	437
2024 Q4	$291K	Hold	685	–	–	0.02%	444
2024 Q3	$290K	Hold	685	–	–	0.02%	455
2024 Q2	$268K	Hold	685	–	–	0.01%	466
2024 Q1	$272K	Hold	685	–	–	0.02%	467
2023 Q4	$258K	Hold	685	–	–	0.02%	463
2023 Q3	$229K	Hold	685	–	–	0.02%	468
2023 Q2	$236K	Sell	685 -536	-44%	-$180K	0.02%	489
2023 Q1	$406K	Hold	1,221	–	–	0.04%	334
2022 Q4	$405K	Hold	1,221	–	–	0.04%	318
2022 Q3	$351K	Hold	1,221	–	–	0.03%	343
2022 Q2	$401K	Buy	+1,221	New	+$399K	0.03%	338

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Checchi Capital Advisers's DIA Position: Q1 2026 in Review

Checchi Capital Advisers sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 678 shares — an estimated $326K sold.

Checchi Capital Advisers first reported a position in DIA in Q2 2022 and held it in 15 quarters. The position peaked at $406K in Q1 2023. 1,370 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Checchi Capital Advisers reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Checchi Capital Advisers sold 678 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $326K.
Checchi Capital Advisers first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and held it in 15 quarters.
Checchi Capital Advisers's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $406K in Q1 2023.
1,370 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

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