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

DHJJ Financial 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 Q1	$30.4K	Buy	66 +1	+2%	+$484	0.01%	478
2025 Q4	$31.5K	Hold	65	–	–	0.01%	454
2025 Q3	$30.2K	Sell	65 -1	-2%	-$451	0.01%	438
2025 Q2	$29.1K	Hold	66	–	–	0.01%	421
2025 Q1	$27.6K	Buy	66 +1	+2%	+$432	0.01%	398
2024 Q4	$27.9K	Hold	65	–	–	0.01%	384
2024 Q3	$27.6K	Buy	65 +8	+14%	+$3.25K	0.01%	384
2024 Q2	$22.3K	Hold	57	–	–	0.01%	370
2024 Q1	$22.6K	Buy	57 +15	+36%	+$5.78K	0.01%	357
2023 Q4	$15.7K	Buy	42 +2	+5%	+$699	0.01%	385
2023 Q3	$13.5K	Buy	+40	New	+$13.9K	0.01%	395

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

DHJJ Financial Advisors's DIA Position: Q1 2026 in Review

DHJJ Financial Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.5% in Q1 2026, buying an estimated $484 and bringing the position to 66 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #478.

DHJJ Financial Advisors first reported a position in DIA in Q3 2023 and has held it in 11 quarters since. The position peaked at $31.5K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

DHJJ Financial Advisors held 66 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $30.4K as of Q1 2026.
DHJJ Financial Advisors bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q1 2026, an estimated $484.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #478 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $31.5K 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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.