Cornerstone Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Cornerstone Advisory’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 Q3	$441K	Buy	867 +3	+0.3%	+$1.58K	0.03%	175
2026 Q2	$451K	Buy	864 +3	+0.3%	+$1.5K	0.04%	176
2026 Q1	$399K	Sell	861 -29	-3%	-$14K	0.04%	185
2025 Q4	$428K	Hold	890	–	–	0.04%	164
2025 Q3	$413K	Sell	890 -23	-3%	-$10.4K	0.04%	164
2025 Q2	$402K	Buy	913 +1	+0.1%	+$415	0.04%	162
2025 Q1	$372K	Buy	912 +20	+2%	+$8.65K	0.04%	163
2024 Q4	$398K	Buy	892 +29	+3%	+$12.6K	0.05%	160
2024 Q3	$365K	Buy	863 +83	+11%	+$33.7K	0.05%	159
2024 Q2	$305K	Hold	780	–	–	0.04%	167
2024 Q1	$310K	Hold	780	–	–	0.04%	181
2023 Q4	$294K	Sell	780 -151	-16%	-$52.8K	0.05%	181
2023 Q3	$312K	Hold	931	–	–	0.05%	168
2023 Q2	$320K	Hold	931	–	–	0.06%	169
2023 Q1	$310K	Hold	931	–	–	0.06%	169
2022 Q4	$308K	Buy	931 +1	+0.1%	+$325	0.06%	161
2022 Q3	$267K	Hold	930	–	–	0.06%	163
2022 Q2	$287K	Sell	930 -930	-50%	-$304K	0.07%	155
2022 Q1	$646K	Hold	1,860	–	–	0.1%	150
2021 Q4	$676K	Hold	1,860	–	–	0.1%	152
2021 Q3	$630K	Buy	1,860 +300	+19%	+$105K	0.1%	149
2021 Q2	$538K	Hold	1,560	–	–	0.09%	152
2021 Q1	$516K	Hold	1,560	–	–	0.1%	149
2020 Q4	$478K	Hold	1,560	–	–	0.1%	147
2020 Q3	$432K	Sell	1,560 -260	-14%	-$71K	0.1%	135
2020 Q2	$469K	Buy	+1,820	New	+$448K	0.12%	117

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

Cornerstone Advisory's DIA Position: Q3 2026 in Review

Cornerstone Advisory increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.35% in Q3 2026, buying an estimated $1.58K and bringing the position to 867 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #175.

Cornerstone Advisory first reported a position in DIA in Q2 2020 and has held it in 26 quarters since. The position peaked at $676K in Q4 2021. 917 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Cornerstone Advisory held 867 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $441K as of Q3 2026.
Cornerstone Advisory bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.58K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #175 holding.
Cornerstone Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2020 and has held it in 26 quarters since.
Cornerstone Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $676K in Q4 2021.
917 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.