GWANC
DIA icon

Guardian Wealth Advisors (North Carolina)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3.47M Buy
7,484
+245
+3% +$119K 0.22% 68
2025
Q4 		$3.48M Sell
7,239
-142
-2% -$67.2K 0.22% 66
2025
Q3 		$3.42M Sell
7,381
-771
-9% -$348K 0.22% 66
2025
Q2 		$3.59M Buy
8,152
+1,604
+24% +$666K 0.25% 58
2025
Q1 		$2.75M Buy
6,548
+27
+0.4% +$11.7K 0.22% 69
2024
Q4 		$2.77M Sell
6,521
-110
-2% -$47.6K 0.22% 70
2024
Q3 		$2.81M Buy
6,631
+132
+2% +$53.6K 0.3% 47
2024
Q2 		$2.54M Sell
6,499
-255
-4% -$99K 0.3% 47
2024
Q1 		$2.69M Buy
6,754
+169
+3% +$65.1K 0.33% 44
2023
Q4 		$2.48M Buy
6,585
+141
+2% +$49.3K 0.38% 42
2023
Q3 		$2.16M Buy
6,444
+99
+2% +$34.3K 0.37% 44
2023
Q2 		$2.19M Buy
6,345
+670
+12% +$225K 0.37% 34
2023
Q1 		$1.89M Buy
5,675
+5
+0.1% +$1.66K 0.33% 34
2022
Q4 		$1.88M Sell
5,670
-349
-6% -$113K 0.36% 30
2022
Q3 		$1.73M Sell
6,019
-24
-0.4% -$7.63K 0.32% 33
2022
Q2 		$1.86M Buy
6,043
+1,218
+25% +$398K 0.34% 28
2022
Q1 		$1.67M Sell
4,825
-1,543
-24% -$535K 0.72% 26
2021
Q4 		$2.31M Buy
+6,368
New +$2.26M 0.99% 23

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

Guardian Wealth Advisors (North Carolina)'s DIA Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.4% in Q1 2026, buying an estimated $119K and bringing the position to 7,484 shares worth $3.47M. The position accounts for 0.22% of the portfolio, ranked #68.

Guardian Wealth Advisors (North Carolina) first reported a position in DIA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.59M in Q2 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 7,484 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.47M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 245 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $119K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.22% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #68 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.59M in Q2 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.