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

Guidance Point 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	$595K	Buy	1,281 +3	+0.2%	+$1.45K	0.14%	50
2025 Q4	$616K	Buy	1,278 +21	+2%	+$9.93K	0.14%	50
2025 Q3	$584K	Hold	1,257	–	–	0.14%	53
2025 Q2	$553K	Buy	1,257 +775	+161%	+$322K	0.14%	53
2025 Q1	$202K	Buy	482 +1	+0.2%	+$432	0.06%	83
2024 Q4	$205K	Buy	+481	New	+$208K	0.06%	80
2021 Q4	–	Sell	-185	Closed	-$62K	–	169
2021 Q3	$62K	Buy	+185	New	+$64.6K	0.02%	140

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

Guidance Point Advisors's DIA Position: Q1 2026 in Review

Guidance Point Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.23% in Q1 2026, buying an estimated $1.45K and bringing the position to 1,281 shares worth $595K. The position accounts for 0.14% of the portfolio, ranked #50.

Guidance Point Advisors first reported a position in DIA in Q3 2021 and has held it in 7 quarters since. The position peaked at $616K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Guidance Point Advisors held 1,281 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $595K as of Q1 2026.
Guidance Point Advisors bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $1.45K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of Guidance Point Advisors's portfolio in Q1 2026, its #50 holding.
Guidance Point Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 7 quarters since.
Guidance Point Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $616K 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 Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.