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D.B. Root & Company’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

D.B. Root & Company’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 		– Sell
-1,493
Closed -$717K – 200
2025
Q4 		$717K Hold
1,493
– – 0.18% 86
2025
Q3 		$692K Hold
1,493
– – 0.18% 85
2025
Q2 		$658K Buy
1,493
+191
+15% +$79.3K 0.19% 87
2025
Q1 		$547K Hold
1,302
– – 0.18% 94
2024
Q4 		$554K Buy
1,302
+600
+85% +$260K 0.18% 93
2024
Q3 		$297K Buy
+702
New +$285K 0.1% 139
2024
Q2 		– Sell
-855
Closed -$340K – 188
2024
Q1 		$340K Buy
+855
New +$329K 0.11% 143
2022
Q1 		– Sell
-1,550
Closed -$563K – 186
2021
Q4 		$563K Buy
1,550
+70
+5% +$24.9K 0.2% 121
2021
Q3 		$500K Buy
1,480
+280
+23% +$97.8K 0.2% 129
2021
Q2 		$413K Buy
1,200
+290
+32% +$99K 0.15% 161
2021
Q1 		$300K Buy
+910
New +$287K 0.12% 176

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

D.B. Root & Company's DIA Position: Q1 2026 in Review

D.B. Root & Company sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 1,493 shares — an estimated $717K sold.

D.B. Root & Company first reported a position in DIA in Q1 2021 and held it in 11 quarters. The position peaked at $717K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • D.B. Root & Company reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
  • D.B. Root & Company sold 1,493 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $717K.
  • D.B. Root & Company first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 11 quarters.
  • D.B. Root & Company's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $717K 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 D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.