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Jaffetilchin Investment Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Jaffetilchin Investment Partners’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 		$1.36M Buy
2,938
+752
+34% +$364K 0.08% 161
2025
Q4 		$1.05M Buy
2,186
+5
+0.2% +$2.37K 0.06% 180
2025
Q3 		$1.01M Sell
2,181
-7
-0.3% -$3.15K 0.06% 187
2025
Q2 		$964K Sell
2,188
-13
-0.6% -$5.39K 0.06% 185
2025
Q1 		$924K Buy
2,201
+122
+6% +$52.8K 0.07% 178
2024
Q4 		$885K Buy
2,079
+16
+0.8% +$6.93K 0.06% 175
2024
Q3 		$873K Buy
2,063
+260
+14% +$106K 0.07% 167
2024
Q2 		$705K Buy
1,803
+80
+5% +$31.1K 0.06% 175
2024
Q1 		$685K Buy
1,723
+1
+0.1% +$385 0.06% 178
2023
Q4 		$649K Sell
1,722
-70
-4% -$24.5K 0.06% 185
2023
Q3 		$600K Sell
1,792
-73
-4% -$25.3K 0.07% 174
2023
Q2 		$641K Sell
1,865
-26
-1% -$8.75K 0.07% 169
2023
Q1 		$629K Sell
1,891
-95
-5% -$31.6K 0.07% 166
2022
Q4 		$658K Sell
1,986
-1,189
-37% -$386K 0.08% 169
2022
Q3 		$912K Sell
3,175
-11,242
-78% -$3.57M 0.12% 113
2022
Q2 		$4.44M Buy
14,417
+324
+2% +$106K 0.52% 39
2022
Q1 		$4.48M Buy
14,093
+6,103
+76% +$2.12M 0.53% 37
2021
Q4 		$2.9M Buy
7,990
+1,516
+23% +$539K 0.27% 66
2021
Q3 		$2.19M Sell
6,474
-3,255
-33% -$1.14M 0.23% 72
2021
Q2 		$3.21M Buy
9,729
+4,357
+81% +$1.49M 0.22% 84
2021
Q1 		$1.77M Buy
5,372
+1,721
+47% +$543K 0.21% 88
2020
Q4 		$1.12M Buy
3,651
+366
+11% +$107K 0.16% 100
2020
Q3 		$912K Buy
3,285
+164
+5% +$44.8K 0.17% 78
2020
Q2 		$805K Buy
+3,121
New +$767K 0.18% 80
2020
Q1 		– Sell
-11,095
Closed -$3.16M – 174
2019
Q4 		$3.16M Buy
11,095
+1
+0% +$276 0.68% 26
2019
Q3 		$2.99M Buy
11,094
+1
+0% +$267 0.71% 26
2019
Q2 		$2.95M Sell
11,093
-1,352
-11% -$353K 0.69% 24
2019
Q1 		$3.23M Sell
12,445
-6,821
-35% -$1.72M 0.72% 21
2018
Q4 		$4.49M Buy
+19,266
New +$4.81M 1.12% 15
2016
Q2 		– Sell
-1,312
Closed -$232K – 222
2016
Q1 		$232K Buy
1,312
+7
+0.5% +$1.17K 0.07% 155
2015
Q4 		$227K Sell
1,305
-4,757
-78% -$831K 0.07% 170
2015
Q3 		$986K Buy
6,062
+1,034
+21% +$176K 0.37% 47
2015
Q2 		$884K Buy
5,028
+23
+0.5% +$4.14K 0.27% 61
2015
Q1 		$889K Buy
5,005
+28
+0.6% +$4.98K 0.27% 60
2014
Q4 		$885K Buy
+4,977
New +$862K 0.3% 58

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

Jaffetilchin Investment Partners's DIA Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 34% in Q1 2026, buying an estimated $364K and bringing the position to 2,938 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #161.

Jaffetilchin Investment Partners first reported a position in DIA in Q4 2014 and has held it in 35 quarters since. The position peaked at $4.49M in Q4 2018. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Jaffetilchin Investment Partners held 2,938 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.36M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 752 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $364K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #161 holding.
  • Jaffetilchin Investment Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 35 quarters since.
  • Jaffetilchin Investment Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.49M in Q4 2018.
  • 1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.