Creative Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Creative Planning’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
2022 Q4	–	Sell	-10,000	Closed	-$638K	–	2514
2022 Q3	$638K	Buy	+10,000	New	+$3.18M	﹤0.01%	1179
2021 Q1	–	Sell	-200	Closed	-$1K	–	2624
2020 Q4	$1K	Buy	+200	New	+$58.2K	﹤0.01%	2316
2020 Q1	–	Sell	-2,500	Closed	-$5K	–	1914
2019 Q4	$5K	Hold	2,500	–	–	﹤0.01%	1933
2019 Q3	$12K	Buy	2,500 +600	+32%	+$160K	﹤0.01%	1888
2019 Q2	$9K	Buy	+1,900	New	+$496K	﹤0.01%	1938
2019 Q1	–	Sell	-500	Closed	-$3K	–	2013
2018 Q4	$3K	Buy	+500	New	+$125K	﹤0.01%	1884
2018 Q3	–	Sell	-600	Closed	-$2K	–	2094
2018 Q2	$2K	Buy	+600	New	+$147K	﹤0.01%	2002
2017 Q2	–	Sell	-500	Closed	-$1K	–	4654
2017 Q1	$1K	Sell	500 -500	-50%	-$102K	﹤0.01%	4420
2016 Q4	$4K	Buy	+1,000	New	+$189K	﹤0.01%	4036
2016 Q1	–	Sell	-3,200	Closed	-$4K	–	4358
2015 Q4	$4K	Buy	3,200 +1,200	+60%	+$210K	﹤0.01%	3772
2015 Q3	$16K	Buy	+2,000	New	+$341K	﹤0.01%	2892
2015 Q2	–	Sell	-500	Closed	-$1K	–	1547
2015 Q1	$1K	Hold	500	–	–	﹤0.01%	4010
2014 Q4	$1K	Buy	+500	New	+$86.6K	﹤0.01%	3960

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 $377B AUM 19.32% 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

Creative Planning's DIA Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.6% in Q1 2026, buying an estimated $317K and bringing the position to 110,251 shares worth $51.1M. The position accounts for 0.03% of the portfolio, ranked #218.

Creative Planning first reported a position in DIA in Q2 2013 and has held it in 52 quarters since. The position peaked at $52.7M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Creative Planning held 110,251 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $51.1M as of Q1 2026.
Creative Planning bought 655 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $317K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Creative Planning's portfolio in Q1 2026, its #218 holding.
Creative Planning 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.
Creative Planning's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $52.7M in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.