LSIA
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LaSalle St. Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

LaSalle St. Investment Advisors’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 		$1.71M Sell
3,683
-44
-1% -$21.3K 0.24% 71
2025
Q4 		$1.79M Sell
3,727
-20
-0.5% -$9.46K 0.29% 57
2025
Q3 		$1.74M Buy
3,747
+132
+4% +$59.5K 0.31% 53
2025
Q2 		$1.59M Sell
3,615
-612
-14% -$254K 0.44% 45
2025
Q1 		$1.77M Buy
4,227
+474
+13% +$205K 0.42% 40
2024
Q4 		$1.6M Buy
3,753
+480
+15% +$208K 0.49% 31
2024
Q3 		$1.39M Buy
3,273
+1,996
+156% +$811K 0.54% 31
2024
Q2 		$500K Sell
1,277
-64
-5% -$24.8K 0.25% 73
2024
Q1 		$505K Hold
1,341
– – 0.28% 58
2023
Q4 		$5.05M Buy
1,341
+4
+0.3% +$1.4K 0.34% 52
2023
Q3 		$447K Buy
1,337
+15
+1% +$5.2K 0.22% 62
2023
Q2 		$454K Buy
1,322
+105
+9% +$35.3K 0.2% 63
2023
Q1 		$405K Buy
1,217
+81
+7% +$26.9K 0.18% 73
2022
Q4 		$376K Buy
+1,136
New +$369K 0.18% 66

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

LaSalle St. Investment Advisors's DIA Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q1 2026, selling an estimated $21.3K and leaving 3,683 shares worth $1.71M. The position accounts for 0.24% of the portfolio, ranked #71.

LaSalle St. Investment Advisors first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.05M in Q4 2023. 1,359 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • LaSalle St. Investment Advisors held 3,683 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.71M as of Q1 2026.
  • LaSalle St. Investment Advisors sold 44 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $21.3K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.24% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • LaSalle St. Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 14 quarters since.
  • LaSalle St. Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.05M in Q4 2023.
  • 1,359 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.