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

Financial Consulate’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	$100K	Hold	216	–	–	0.01%	217
2025 Q4	$104K	Hold	216	–	–	0.01%	230
2025 Q3	$100K	Buy	+216	New	+$97.4K	0.01%	230

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

Financial Consulate's DIA Position: Q1 2026 in Review

Financial Consulate held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 216 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #217.

Financial Consulate first reported a position in DIA in Q3 2025 and has held it in 3 quarters since. The position peaked at $104K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Financial Consulate held 216 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $100K as of Q1 2026.
Financial Consulate 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 0.01% of Financial Consulate's portfolio in Q1 2026, its #217 holding.
Financial Consulate first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 3 quarters since.
Financial Consulate's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $104K 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 Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.