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Laurel Wealth Advisors (North Carolina)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Closed -$4.33K – 305
2025
Q4 		$4.33K Buy
+9
New +$4.26K ﹤0.01% 556
2025
Q2 		– Sell
-9
Closed -$3.78K – 306
2025
Q1 		$3.78K Hold
9
– – ﹤0.01% 560
2024
Q4 		$3.83K Hold
9
– – ﹤0.01% 583
2024
Q3 		$3.81K Hold
9
– – ﹤0.01% 542
2024
Q2 		$3.52K Hold
9
– – ﹤0.01% 519
2024
Q1 		$3.58K Sell
9
-94
-91% -$36.2K ﹤0.01% 515
2023
Q4 		$38.6K Buy
103
+1
+1% +$349 0.01% 305
2023
Q3 		$34.2K Buy
102
+9
+10% +$3.12K 0.01% 314
2023
Q2 		$31.8K Hold
93
– – 0.01% 324
2023
Q1 		$30.6K Buy
93
+1
+1% +$332 0.01% 328
2022
Q4 		$30.4K Buy
92
+1
+1% +$325 0.01% 303
2022
Q3 		$26K Hold
91
– – 0.01% 313
2022
Q2 		$28K Buy
91
+1
+1% +$327 0.01% 308
2022
Q1 		$31K Hold
90
– – 0.01% 308
2021
Q4 		$33K Hold
90
– – 0.01% 299
2021
Q3 		$30K Buy
90
+1
+1% +$349 0.01% 304
2021
Q2 		$31K Hold
89
– – 0.01% 327
2021
Q1 		$29K Buy
89
+7
+9% +$2.21K 0.01% 311
2020
Q4 		$25K Hold
82
– – 0.01% 320
2020
Q3 		$23K Hold
82
– – 0.01% 303
2020
Q2 		$21K Buy
82
+1
+1% +$246 0.01% 307
2020
Q1 		$18K Hold
81
– – 0.01% 299
2019
Q4 		$23K Buy
81
+1
+1% +$276 0.01% 313
2019
Q3 		$22K Sell
80
-54
-40% -$14.4K 0.01% 311
2019
Q2 		$36K Buy
134
+55
+70% +$14.4K 0.01% 265
2019
Q1 		$21K Hold
79
– – 0.01% 302
2018
Q4 		$18K Buy
+79
New +$19.7K 0.01% 299

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DIA Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 9 shares — an estimated $4.33K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DIA in Q4 2018 and held it in 27 quarters. The position peaked at $38.6K in Q4 2023. 1,370 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 9 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $4.33K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $38.6K in Q4 2023.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.