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

Eldridge Investment 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	$662K	Hold	1,430	–	–	0.15%	85
2025 Q4	$687K	Hold	1,430	–	–	0.15%	87
2025 Q3	$663K	Hold	1,430	–	–	0.15%	92
2025 Q2	$630K	Hold	1,430	–	–	0.13%	97
2025 Q1	$600K	Sell	1,430 -240	-14%	-$104K	0.14%	102
2024 Q4	$711K	Sell	1,670 -10	-0.6%	-$4.33K	0.17%	90
2024 Q3	$711K	Hold	1,680	–	–	0.17%	90
2024 Q2	$657K	Buy	1,680 +25	+2%	+$9.71K	0.17%	93
2024 Q1	$658K	Hold	1,655	–	–	0.17%	93
2023 Q4	$624K	Hold	1,655	–	–	0.16%	95
2023 Q3	$554K	Hold	1,655	–	–	0.18%	83
2023 Q2	$569K	Hold	1,655	–	–	0.19%	79
2023 Q1	$550K	Buy	1,655 +200	+14%	+$66.5K	0.19%	77
2022 Q4	$482K	Hold	1,455	–	–	0.17%	80
2022 Q3	$418K	Hold	1,455	–	–	0.16%	86
2022 Q2	$448K	Buy	1,455 +100	+7%	+$32.7K	0.17%	78
2022 Q1	$470K	Hold	1,355	–	–	0.16%	78
2021 Q4	$492K	Hold	1,355	–	–	0.16%	79
2021 Q3	$458K	Buy	1,355 +15	+1%	+$5.24K	0.16%	75
2021 Q2	$462K	Buy	1,340 +30	+2%	+$10.2K	0.17%	73
2021 Q1	$433K	Hold	1,310	–	–	0.17%	73
2020 Q4	$401K	Buy	1,310 +340	+35%	+$99K	0.17%	69
2020 Q3	$269K	Hold	970	–	–	0.13%	85
2020 Q2	$250K	Hold	970	–	–	0.12%	86
2020 Q1	$213K	Hold	970	–	–	0.12%	82
2019 Q4	$277K	Buy	970 +40	+4%	+$11K	0.14%	78
2019 Q3	$250K	Buy	930 +100	+12%	+$26.7K	0.13%	82
2019 Q2	$221K	Hold	830	–	–	0.12%	78
2019 Q1	$215K	Buy	+830	New	+$209K	0.12%	80
2018 Q4	–	Sell	-875	Closed	-$231K	–	82
2018 Q3	$231K	Sell	875 -15	-2%	-$3.84K	0.15%	65
2018 Q2	$216K	Sell	890 -85	-9%	-$20.9K	0.15%	60
2018 Q1	$235K	Buy	+975	New	+$245K	0.18%	54

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

Eldridge Investment Advisors's DIA Position: Q1 2026 in Review

Eldridge Investment Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,430 shares worth $662K. The position accounts for 0.15% of the portfolio, ranked #85.

Eldridge Investment Advisors first reported a position in DIA in Q1 2018 and has held it in 32 quarters since. The position peaked at $711K in Q4 2024. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Eldridge Investment Advisors held 1,430 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $662K as of Q1 2026.
Eldridge Investment Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Eldridge Investment Advisors's portfolio in Q1 2026, its #85 holding.
Eldridge Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 32 quarters since.
Eldridge Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $711K in Q4 2024.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.