CVA Family Office’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CVA Family Office’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	$19.5K	Buy	42 +10	+31%	+$4.84K	﹤0.01%	804
2025 Q4	$15.4K	Buy	32 +20	+167%	+$9.46K	﹤0.01%	733
2025 Q3	$5.57K	Buy	+12	New	+$5.41K	﹤0.01%	882
2022 Q4	–	Sell	-29	Closed	-$8K	–	958
2022 Q3	$8K	Hold	29	–	–	﹤0.01%	655
2022 Q2	$9K	Hold	29	–	–	﹤0.01%	654
2022 Q1	$10K	Hold	29	–	–	﹤0.01%	678
2021 Q4	$11K	Buy	+29	New	+$10.3K	﹤0.01%	625
2021 Q3	–	Sell	-29	Closed	-$10K	–	491
2021 Q2	$10K	Buy	+29	New	+$9.9K	﹤0.01%	643
2020 Q2	–	Sell	-4,204	Closed	-$922K	–	323
2020 Q1	$922K	Buy	+4,204	New	+$1.12M	0.94%	28

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

CVA Family Office's DIA Position: Q1 2026 in Review

CVA Family Office increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 31% in Q1 2026, buying an estimated $4.84K and bringing the position to 42 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

CVA Family Office first reported a position in DIA in Q1 2020 and has held it in 9 quarters since. The position peaked at $922K in Q1 2020. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

CVA Family Office held 42 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $19.5K as of Q1 2026.
CVA Family Office bought 10 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $4.84K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #804 holding.
CVA Family Office first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 9 quarters since.
CVA Family Office's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $922K in Q1 2020.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.