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High Net Worth Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

High Net Worth Advisory Group’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 		$1.41M Buy
3,038
+7
+0.2% +$3.39K 0.33% 71
2025
Q4 		$1.46M Buy
3,031
+90
+3% +$42.6K 0.34% 70
2025
Q3 		$1.36M Buy
2,941
+1,132
+63% +$510K 0.33% 69
2025
Q2 		$797K Buy
1,809
+551
+44% +$229K 0.21% 98
2025
Q1 		$528K Sell
1,258
-117
-9% -$50.6K 0.15% 124
2024
Q4 		$585K Buy
1,375
+3
+0.2% +$1.3K 0.16% 115
2024
Q3 		$581K Buy
1,372
+25
+2% +$10.2K 0.16% 118
2024
Q2 		$527K Buy
1,347
+21
+2% +$8.15K 0.16% 112
2024
Q1 		$528K Buy
1,326
+23
+2% +$8.86K 0.17% 114
2023
Q4 		$491K Sell
1,303
-94
-7% -$32.8K 0.18% 110
2023
Q3 		$468K Buy
1,397
+1
+0.1% +$347 0.19% 107
2023
Q2 		$481K Sell
1,396
-45
-3% -$15.1K 0.19% 114
2023
Q1 		$479K Hold
1,441
– – 0.2% 107
2022
Q4 		$477K Buy
1,441
+101
+8% +$32.8K 0.19% 110
2022
Q3 		$385K Buy
1,340
+220
+20% +$69.9K 0.16% 125
2022
Q2 		$345K Buy
1,120
+57
+5% +$18.6K 0.14% 130
2022
Q1 		$369K Buy
1,063
+36
+4% +$12.5K 0.13% 130
2021
Q4 		$373K Buy
+1,027
New +$365K 0.13% 133

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

High Net Worth Advisory Group's DIA Position: Q1 2026 in Review

High Net Worth Advisory Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.23% in Q1 2026, buying an estimated $3.39K and bringing the position to 3,038 shares worth $1.41M. The position accounts for 0.33% of the portfolio, ranked #71.

High Net Worth Advisory Group first reported a position in DIA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • High Net Worth Advisory Group held 3,038 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.41M as of Q1 2026.
  • High Net Worth Advisory Group bought 7 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $3.39K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.33% of High Net Worth Advisory Group's portfolio in Q1 2026, its #71 holding.
  • High Net Worth Advisory Group 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.
  • High Net Worth Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.46M 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 High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.