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IAS
Insigneo Advisory Services’s
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
Stock Holding History
Insigneo Advisory Services’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
$5.93M
Buy
12,795
+619
+5%
+$300K
0.42%
38
2025
Q4
$5.85M
Sell
12,176
-546
-4%
-$258K
0.42%
34
2025
Q3
$5.9M
Buy
12,722
+1,172
+10%
+$528K
0.41%
34
2025
Q2
$5.09M
Buy
11,550
+546
+5%
+$227K
0.44%
36
2025
Q1
$4.62M
Sell
11,004
-305
-3%
-$132K
0.48%
34
2024
Q4
$4.81M
Buy
11,309
+717
+7%
+$310K
0.5%
30
2024
Q3
$4.48M
Sell
10,592
-615
-5%
-$250K
0.45%
33
2024
Q2
$4.34M
Buy
11,207
+2,236
+25%
+$868K
0.49%
32
2024
Q1
$3.58M
Sell
8,971
-1,694
-16%
-$653K
0.42%
39
2023
Q4
$4.03M
Buy
10,665
+4,844
+83%
+$1.69M
0.57%
30
2023
Q3
$1.96M
Buy
5,821
+1,312
+29%
+$455K
0.4%
50
2023
Q2
$1.55M
Buy
4,509
+3,736
+483%
+$1.26M
0.3%
68
2023
Q1
$258K
Buy
773
+168
+28%
+$55.8K
0.08%
220
2022
Q4
$201K
Buy
+605
New
+$197K
0.08%
247
Other funds holding DIA
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$761B AUM
31.28%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B 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
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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