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

HighTower 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
2025 Q1	–	Sell	-100	Closed	-$563	–	3827
2024 Q4	$563	Sell	100 -4,900	-98%	-$2.12M	﹤0.01%	3729
2024 Q3	$1	Buy	5,000 +4,800	+2,400%	+$1.95M	﹤0.01%	3729
2024 Q2	$442	Buy	+200	New	+$77.6K	﹤0.01%	3596
2023 Q1	–	Sell	-10	Closed	-$4.63K	–	3478
2022 Q4	$4.63K	Buy	+10	New	+$3.25K	﹤0.01%	3220
2018 Q2	–	Sell	-9,500	Closed	-$32K	–	2269
2018 Q1	$32K	Buy	+9,500	New	+$2.39M	﹤0.01%	2040
2017 Q1	–	Sell	-6,500	Closed	-$41K	–	2100
2016 Q4	$41K	Buy	+6,500	New	+$1.23M	﹤0.01%	1829

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

HighTower Advisors's DIA Position: Q1 2026 in Review

HighTower Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.4% in Q1 2026, selling an estimated $1.25M and leaving 104,169 shares worth $48.3M. The position accounts for 0.05% of the portfolio, ranked #364.

HighTower Advisors first reported a position in DIA in Q4 2013 and has held it in 50 quarters since. The position peaked at $55.6M in Q4 2023. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

HighTower Advisors held 104,169 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $48.3M as of Q1 2026.
HighTower Advisors sold 2,587 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $1.25M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of HighTower Advisors's portfolio in Q1 2026, its #364 holding.
HighTower Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and has held it in 50 quarters since.
HighTower Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $55.6M in Q4 2023.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.