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CCM
Chilton Capital Management’s
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
Stock Holding History
Chilton 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
$36.5K
Hold
79
–
–
﹤0.01%
362
2025
Q4
$37.8K
Sell
79
-141
-64%
-$66.7K
﹤0.01%
357
2025
Q3
$102K
Buy
220
+141
+178%
+$63.6K
﹤0.01%
295
2025
Q2
$34.7K
Hold
79
–
–
﹤0.01%
365
2025
Q1
$33.1K
Hold
79
–
–
﹤0.01%
365
2024
Q4
$33.5K
Hold
79
–
–
﹤0.01%
372
2024
Q3
$33.3K
Hold
79
–
–
﹤0.01%
385
2024
Q2
$30.8K
Hold
79
–
–
﹤0.01%
411
2024
Q1
$31.3K
Hold
79
–
–
﹤0.01%
385
2023
Q4
$29.7K
Hold
79
–
–
﹤0.01%
397
2023
Q3
$26.4K
Hold
79
–
–
﹤0.01%
373
2023
Q2
$27.1K
Hold
79
–
–
﹤0.01%
381
2023
Q1
$26.2K
Buy
+79
New
+$26.2K
﹤0.01%
393
2014
Q1
–
Sell
-80
Closed
-$13.2K
–
198
2013
Q4
$13.2K
Hold
80
–
–
﹤0.01%
312
2013
Q3
$12.1K
Hold
80
–
–
﹤0.01%
320
2013
Q2
$12K
Buy
+80
New
+$11.9K
﹤0.01%
325
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1-Year Est. Return
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1-Year Est. Return
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24.88%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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