Chokshi & Queen Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Chokshi & Queen Wealth 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	$1.29M	Sell	2,788 -112	-4%	-$54.3K	0.69%	19
2025 Q4	$1.39M	Buy	2,900 +12	+0.4%	+$5.68K	0.73%	21
2025 Q3	$1.34M	Buy	2,888 +376	+15%	+$169K	0.71%	19
2025 Q2	$1.11M	Buy	2,512 +669	+36%	+$278K	0.63%	20
2025 Q1	$774K	Buy	1,843 +200	+12%	+$86.5K	0.47%	23
2024 Q4	$699K	Buy	+1,643	New	+$711K	0.43%	23

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

Chokshi & Queen Wealth Advisors's DIA Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.9% in Q1 2026, selling an estimated $54.3K and leaving 2,788 shares worth $1.29M. The position accounts for 0.69% of the portfolio, ranked #19.

Chokshi & Queen Wealth Advisors first reported a position in DIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Chokshi & Queen Wealth Advisors held 2,788 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.29M as of Q1 2026.
Chokshi & Queen Wealth Advisors sold 112 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $54.3K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.69% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Chokshi & Queen Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.39M in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.