J. Safra Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

J. Safra Asset Management’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	–	Sell	-9,800	Closed	-$4.71M	–	631
2025 Q4	$4.71M	Buy	9,800 +9,765	+27,900%	+$4.62M	0.25%	36
2025 Q3	$16.2K	Buy	+35	New	+$15.8K	﹤0.01%	245
2016 Q3	–	Sell	-5,800	Closed	-$1.04M	–	173
2016 Q2	$1.04M	Buy	+5,800	New	+$1.03M	1.69%	11

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

J. Safra Asset Management's DIA Position: Q1 2026 in Review

J. Safra Asset Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 9,800 shares — an estimated $4.71M sold.

J. Safra Asset Management first reported a position in DIA in Q2 2016 and held it in 3 quarters. The position peaked at $4.71M in Q4 2025. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

J. Safra Asset Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
J. Safra Asset Management sold 9,800 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $4.71M.
J. Safra Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and held it in 3 quarters.
J. Safra Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.71M in Q4 2025.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.