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

Clear Point 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	–	Sell	-2,017	Closed	-$969K	–	86
2025 Q4	$969K	Sell	2,017 -284	-12%	-$134K	0.75%	37
2025 Q3	$1.07M	Buy	2,301 +5	+0.2%	+$2.25K	0.83%	31
2025 Q2	$1.01M	Sell	2,296 -143	-6%	-$59.3K	0.85%	30
2025 Q1	$1.02M	Buy	2,439 +6	+0.2%	+$2.6K	0.92%	32
2024 Q4	$1.04M	Buy	2,433 +5	+0.2%	+$2.16K	0.89%	32
2024 Q3	$1.03M	Buy	2,428 +5	+0.2%	+$2.03K	0.79%	32
2024 Q2	$948K	Sell	2,423 -1,003	-29%	-$389K	0.78%	32
2024 Q1	$1.36M	Sell	3,426 -97	-3%	-$37.4K	1.12%	17
2023 Q4	$1.33M	Buy	+3,523	New	+$1.23M	1.17%	15

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

Clear Point Advisors's DIA Position: Q1 2026 in Review

Clear Point Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 2,017 shares — an estimated $969K sold.

Clear Point Advisors first reported a position in DIA in Q4 2023 and held it in 9 quarters. The position peaked at $1.36M in Q1 2024. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Clear Point Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 2,017 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $969K.
Clear Point Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.36M 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 Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.