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

Clear Trail 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 Q2	$706K	Buy	+1,352	New	+$675K	0.11%	103
2026 Q1	–	Sell	-629	Closed	-$302K	–	150
2025 Q4	$302K	Buy	+629	New	+$298K	0.07%	109

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clear Trail Advisors's DIA Position: Q2 2026 in Review

Clear Trail Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 1,352 shares worth $706K. The stake represents 0.11% of the portfolio and ranks #103 among its holdings. This is a return to the name: Clear Trail Advisors previously reported a position in DIA as recently as Q4 2025.

Clear Trail Advisors first reported a position in DIA in Q4 2025 and has held it in 2 quarters since. 1,440 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Clear Trail Advisors held 1,352 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $706K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Clear Trail Advisors position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Clear Trail Advisors's portfolio in Q2 2026, its #103 holding.
Clear Trail Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 2 quarters since.
1,440 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.