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

Concurrent Investment 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	$20.1M	Buy	38,451 +1,232	+3%	+$615K	0.17%	122
2026 Q1	$17.2M	Sell	37,219 -1,592	-4%	-$771K	0.19%	121
2025 Q4	$18.7M	Buy	38,811 +2,276	+6%	+$1.08M	0.21%	102
2025 Q3	$16.9M	Sell	36,535 -792	-2%	-$357K	0.29%	71
2025 Q2	$16.4M	Buy	37,327 +888	+2%	+$368K	0.32%	66
2025 Q1	$15.3M	Sell	36,439 -4,873	-12%	-$2.11M	0.37%	51
2024 Q4	$17.6M	Buy	41,312 +35,422	+601%	+$15.3M	0.47%	41
2024 Q3	$2.49M	Sell	5,890 -15	-0.3%	-$6.09K	0.07%	254
2024 Q2	$2.31M	Sell	5,905 -62,388	-91%	-$24.2M	0.08%	241
2024 Q1	$27.2M	Buy	68,293 +26,699	+64%	+$10.3M	1.1%	12
2023 Q4	$15.7M	Buy	+41,594	New	+$14.5M	0.74%	23

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

Concurrent Investment Advisors's DIA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.3% in Q2 2026, buying an estimated $615K and bringing the position to 38,451 shares worth $20.1M. The position accounts for 0.17% of the portfolio, ranked #122.

Concurrent Investment Advisors first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.2M in Q1 2024. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Concurrent Investment Advisors held 38,451 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $20.1M as of Q2 2026.
Concurrent Investment Advisors bought 1,232 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $615K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of Concurrent Investment Advisors's portfolio in Q2 2026, its #122 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $27.2M in Q1 2024.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.