Lakeshore Capital Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lakeshore Capital Group’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	$353K	Buy	762 +1	+0.1%	+$484	0.29%	70
2025 Q4	$366K	Buy	761 +2	+0.3%	+$946	0.29%	70
2025 Q3	$352K	Sell	759 -9,394	-93%	-$4.23M	0.28%	71
2025 Q2	$4.47M	Sell	10,153 -1,479	-13%	-$614K	3.97%	3
2025 Q1	$4.88M	Buy	11,632 +3,857	+50%	+$1.67M	4.71%	3
2024 Q4	$3.31M	Buy	+7,775	New	+$3.37M	5%	3

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

Lakeshore Capital Group's DIA Position: Q1 2026 in Review

Lakeshore Capital Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.13% in Q1 2026, buying an estimated $484 and bringing the position to 762 shares worth $353K. The position accounts for 0.29% of the portfolio, ranked #70.

Lakeshore Capital Group first reported a position in DIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.88M in Q1 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Lakeshore Capital Group held 762 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $353K as of Q1 2026.
Lakeshore Capital Group bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q1 2026, an estimated $484.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.29% of Lakeshore Capital Group's portfolio in Q1 2026, its #70 holding.
Lakeshore Capital Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 6 quarters since.
Lakeshore Capital Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.88M in Q1 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 Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.