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

Claro 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 		$687K Buy
1,484
+2
+0.1% +$969 0.08% 191
2025
Q4 		$712K Hold
1,482
– – 0.1% 182
2025
Q3 		$687K Hold
1,482
– – 0.1% 177
2025
Q2 		$653K Buy
1,482
+103
+7% +$42.7K 0.11% 171
2025
Q1 		$579K Buy
1,379
+382
+38% +$165K 0.08% 235
2024
Q4 		$424K Sell
997
-4
-0.4% -$1.73K 0.06% 276
2024
Q3 		$424K Sell
1,001
-13
-1% -$5.28K 0.05% 297
2024
Q2 		$397K Sell
1,014
-6
-0.6% -$2.33K 0.06% 269
2024
Q1 		$406K Sell
1,020
-29
-3% -$11.2K 0.07% 266
2023
Q4 		$395K Sell
1,049
-232
-18% -$81.1K 0.09% 249
2023
Q3 		$429K Sell
1,281
-500
-28% -$173K 0.11% 215
2023
Q2 		$612K Sell
1,781
-68
-4% -$22.9K 0.15% 168
2023
Q1 		$615K Sell
1,849
-15
-0.8% -$4.98K 0.18% 138
2022
Q4 		$617K Sell
1,864
-189
-9% -$61.4K 0.2% 124
2022
Q3 		$632K Hold
2,053
– – 0.25% 99
2022
Q2 		$632K Buy
2,053
+189
+10% +$61.8K 0.25% 99
2022
Q1 		$677K Hold
1,864
– – 0.24% 107
2021
Q4 		$677K Buy
1,864
+30
+2% +$10.7K 0.24% 107
2021
Q3 		$620K Buy
1,834
+166
+10% +$58K 0.26% 107
2021
Q2 		$575K Buy
1,668
+20
+1% +$6.83K 0.26% 112
2021
Q1 		$544K Sell
1,648
-10
-0.6% -$3.16K 0.28% 102
2020
Q4 		$507K Hold
1,658
– – 0.27% 107
2020
Q3 		$460K Sell
1,658
-90
-5% -$24.6K 0.29% 102
2020
Q2 		$451K Sell
1,748
-190
-10% -$46.7K 0.31% 92
2020
Q1 		$425K Buy
+1,938
New +$515K 0.4% 79
2019
Q4 		– Sell
-1,230
Closed -$331K – 173
2019
Q3 		$331K Sell
1,230
-106
-8% -$28.3K 0.29% 106
2019
Q2 		$355K Buy
1,336
+106
+9% +$27.7K 0.33% 98
2019
Q1 		$319K Buy
1,230
+30
+3% +$7.54K 0.32% 101
2018
Q4 		$317K Buy
+1,200
New +$299K 0.25% 90

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Claro Advisors's DIA Position: Q1 2026 in Review

Claro Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.13% in Q1 2026, buying an estimated $969 and bringing the position to 1,484 shares worth $687K. The position accounts for 0.08% of the portfolio, ranked #191.

Claro Advisors first reported a position in DIA in Q4 2018 and has held it in 29 quarters since. The position peaked at $712K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Claro Advisors held 1,484 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $687K as of Q1 2026.
  • Claro Advisors bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $969.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Claro Advisors's portfolio in Q1 2026, its #191 holding.
  • Claro Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 29 quarters since.
  • Claro Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $712K 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 Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.