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

Clearstead 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	$1.35M	Sell	2,586 -305	-11%	-$152K	0.01%	474
2026 Q1	$1.34M	Buy	2,891 +45	+2%	+$21.8K	0.01%	444
2025 Q4	$1.37M	Sell	2,846 -80	-3%	-$37.8K	0.02%	401
2025 Q3	$1.36M	Hold	2,926	–	–	0.02%	387
2025 Q2	$1.29M	Buy	2,926 +2	+0.1%	+$830	0.02%	388
2025 Q1	$1.23M	Buy	2,924 +303	+12%	+$131K	0.02%	374
2024 Q4	$1.12M	Buy	2,621 +1	+0%	+$433	0.02%	392
2024 Q3	$1.11M	Sell	2,620 -96	-4%	-$39K	0.02%	401
2024 Q2	$1.06M	Buy	2,716 +1,142	+73%	+$443K	0.02%	384
2024 Q1	$621K	Sell	1,574 -713	-31%	-$275K	0.03%	288
2023 Q4	$862K	Hold	2,287	–	–	0.05%	239
2023 Q3	$766K	Hold	2,287	–	–	0.05%	238
2023 Q2	$786K	Buy	2,287 +1,669	+270%	+$562K	0.05%	230
2023 Q1	$206K	Buy	618 +195	+46%	+$64.8K	0.02%	392
2022 Q4	$140K	Hold	423	–	–	0.01%	430
2022 Q3	$122K	Hold	423	–	–	0.01%	438
2022 Q2	$130K	Hold	423	–	–	0.01%	450
2022 Q1	$147K	Hold	423	–	–	0.01%	466
2021 Q4	$154K	Hold	423	–	–	0.01%	437
2021 Q3	$143K	Hold	423	–	–	0.01%	420
2021 Q2	$146K	Hold	423	–	–	0.01%	385
2021 Q1	$140K	Hold	423	–	–	0.01%	381
2020 Q4	$129K	Sell	423 -127	-23%	-$37K	0.01%	375
2020 Q3	$153K	Buy	550 +20	+4%	+$5.46K	0.02%	311
2020 Q2	$137K	Hold	530	–	–	0.02%	314
2020 Q1	$116K	Buy	+530	New	+$141K	0.02%	310

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

Clearstead Advisors's DIA Position: Q2 2026 in Review

Clearstead Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q2 2026, selling an estimated $152K and leaving 2,586 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #474.

Clearstead Advisors first reported a position in DIA in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.37M in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Clearstead Advisors held 2,586 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.35M as of Q2 2026.
Clearstead Advisors sold 305 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $152K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #474 holding.
Clearstead Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 26 quarters since.
Clearstead Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.37M in Q4 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.