J. Goldman & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

J. Goldman & Co’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
2017 Q2	–	Sell	-100,000	Closed	-$20.6M	–	322
2017 Q1	$20.6M	Buy	100,000 +50,000	+100%	+$10.2M	1.02%	18
2016 Q4	$9.88M	Buy	+50,000	New	+$9.43M	0.65%	40
2014 Q2	–	Sell	-202,500	Closed	-$33.3M	–	255
2014 Q1	$33.3M	Buy	+202,500	New	+$32.7M	2.45%	5

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

J. Goldman & Co's DIA Position: Q1 2026 in Review

J. Goldman & Co opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 23,437 shares worth $10.9M. The stake represents 0.32% of the portfolio and ranks #100 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in DIA as recently as Q3 2025.

J. Goldman & Co first reported a position in DIA in Q1 2018 and has held it in 25 quarters since. The position peaked at $25.5M in Q2 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

J. Goldman & Co held 23,437 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $10.9M as of Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new J. Goldman & Co position in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.32% of J. Goldman & Co's portfolio in Q1 2026, its #100 holding.
J. Goldman & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 25 quarters since.
J. Goldman & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $25.5M 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 J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.