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

Choate Investment Advisors’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	$510K	Hold	1,101	–	–	0.01%	300
2025 Q4	$529K	Hold	1,101	–	–	0.01%	300
2025 Q3	$511K	Hold	1,101	–	–	0.01%	280
2025 Q2	$485K	Hold	1,101	–	–	0.01%	276
2025 Q1	$462K	Hold	1,101	–	–	0.01%	266
2024 Q4	$469K	Hold	1,101	–	–	0.01%	277
2024 Q3	$466K	Hold	1,101	–	–	0.01%	269
2024 Q2	$431K	Sell	1,101 -340	-24%	-$132K	0.01%	266
2024 Q1	$573K	Buy	+1,441	New	+$555K	0.02%	256

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

Choate Investment Advisors's DIA Position: Q1 2026 in Review

Choate Investment Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,101 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #300.

Choate Investment Advisors first reported a position in DIA in Q1 2024 and has held it in 9 quarters since. The position peaked at $573K in Q1 2024. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Choate Investment Advisors held 1,101 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $510K as of Q1 2026.
Choate Investment Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #300 holding.
Choate Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 9 quarters since.
Choate Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $573K in Q1 2024.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.