Laffer Tengler Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Laffer Tengler Investments’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	$508K	Hold	1,096	–	–	0.08%	135
2025 Q4	$527K	Buy	+1,096	New	+$518K	0.08%	120
2025 Q3	–	Sell	-700	Closed	-$308K	–	172
2025 Q2	$308K	Buy	+700	New	+$290K	0.06%	140
2025 Q1	–	Sell	-889	Closed	-$378K	–	139
2024 Q4	$378K	Buy	889 +189	+27%	+$81.8K	0.07%	104
2024 Q3	$296K	Hold	700	–	–	0.06%	141
2024 Q2	$274K	Buy	+700	New	+$272K	0.06%	148

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

Laffer Tengler Investments's DIA Position: Q1 2026 in Review

Laffer Tengler Investments held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,096 shares worth $508K. The position accounts for 0.08% of the portfolio, ranked #135.

Laffer Tengler Investments first reported a position in DIA in Q2 2024 and has held it in 6 quarters since. The position peaked at $527K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Laffer Tengler Investments held 1,096 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $508K as of Q1 2026.
Laffer Tengler Investments left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Laffer Tengler Investments's portfolio in Q1 2026, its #135 holding.
Laffer Tengler Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 6 quarters since.
Laffer Tengler Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $527K in Q4 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 Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.