Clifford Swan Investment Counsel’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Clifford Swan Investment Counsel’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	$464K	Hold	1,002	–	–	0.02%	219
2025 Q4	$482K	Hold	1,002	–	–	0.02%	226
2025 Q3	$465K	Hold	1,002	–	–	0.02%	226
2025 Q2	$442K	Sell	1,002 -25	-2%	-$10.4K	0.02%	231
2025 Q1	$431K	Hold	1,027	–	–	0.02%	226
2024 Q4	$437K	Hold	1,027	–	–	0.02%	226
2024 Q3	$435K	Hold	1,027	–	–	0.02%	236
2024 Q2	$402K	Hold	1,027	–	–	0.02%	239
2024 Q1	$409K	Hold	1,027	–	–	0.02%	236
2023 Q4	$387K	Hold	1,027	–	–	0.02%	238
2023 Q3	$344K	Hold	1,027	–	–	0.01%	245
2023 Q2	$353K	Sell	1,027 -100	-9%	-$33.7K	0.01%	245
2023 Q1	$375K	Buy	1,127 +2	+0.2%	+$665	0.02%	237
2022 Q4	$373K	Hold	1,125	–	–	0.02%	236
2022 Q3	$323K	Hold	1,125	–	–	0.02%	249
2022 Q2	$346K	Hold	1,125	–	–	0.02%	255
2022 Q1	$390K	Buy	1,125 +25	+2%	+$8.67K	0.01%	253
2021 Q4	$400K	Hold	1,100	–	–	0.01%	256
2021 Q3	$395K	Buy	1,100 +300	+38%	+$105K	0.01%	259
2021 Q2	$278K	Hold	800	–	–	0.01%	285
2021 Q1	$264K	Sell	800 -300	-27%	-$94.7K	0.01%	290
2020 Q4	$336K	Hold	1,100	–	–	0.01%	259
2020 Q3	$305K	Hold	1,100	–	–	0.01%	260
2020 Q2	$284K	Sell	1,100 -25	-2%	-$6.15K	0.01%	259
2020 Q1	$247K	Hold	1,125	–	–	0.02%	258
2019 Q4	$321K	Hold	1,125	–	–	0.02%	262
2019 Q3	$303K	Hold	1,125	–	–	0.02%	254
2019 Q2	$299K	Hold	1,125	–	–	0.02%	254
2019 Q1	$292K	Sell	1,125 -200	-15%	-$50.3K	0.02%	256
2018 Q4	$309K	Sell	1,325 -100	-7%	-$25K	0.02%	241
2018 Q3	$377K	Hold	1,425	–	–	0.02%	238
2018 Q2	$346K	Hold	1,425	–	–	0.02%	244
2018 Q1	$344K	Sell	1,425 -150	-10%	-$37.7K	0.02%	245
2017 Q4	$390K	Hold	1,575	–	–	0.02%	231
2017 Q3	$353K	Sell	1,575 -100	-6%	-$21.9K	0.02%	242
2017 Q2	$357K	Hold	1,675	–	–	0.02%	244
2017 Q1	$346K	Hold	1,675	–	–	0.02%	234
2016 Q4	$331K	Hold	1,675	–	–	0.02%	225
2016 Q3	$306K	Hold	1,675	–	–	0.02%	232
2016 Q2	$300K	Hold	1,675	–	–	0.02%	220
2016 Q1	$296K	Sell	1,675 -148	-8%	-$24.6K	0.02%	228
2015 Q4	$317K	Buy	1,823 +113	+7%	+$19.7K	0.02%	226
2015 Q3	$278K	Hold	1,710	–	–	0.02%	225
2015 Q2	$301K	Hold	1,710	–	–	0.02%	220
2015 Q1	$304K	Sell	1,710 -100	-6%	-$17.8K	0.02%	221
2014 Q4	$322K	Hold	1,810	–	–	0.02%	214
2014 Q3	$308K	Hold	1,810	–	–	0.02%	209
2014 Q2	$304K	Hold	1,810	–	–	0.02%	217
2014 Q1	$297K	Hold	1,810	–	–	0.02%	221
2013 Q4	$300K	Hold	1,810	–	–	0.02%	200
2013 Q3	$273K	Hold	1,810	–	–	0.02%	198
2013 Q2	$269K	Buy	+1,810	New	+$270K	0.02%	193

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 $445B AUM 25.58% 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

Clifford Swan Investment Counsel's DIA Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,002 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #219.

Clifford Swan Investment Counsel first reported a position in DIA in Q2 2013 and has held it in 52 quarters since. The position peaked at $482K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Clifford Swan Investment Counsel held 1,002 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $464K as of Q1 2026.
Clifford Swan Investment Counsel left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #219 holding.
Clifford Swan Investment Counsel first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 52 quarters since.
Clifford Swan Investment Counsel's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $482K in Q4 2025.
1,364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.