LexAurum Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

LexAurum 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 Q3	$605K	Hold	1,189	–	–	0.07%	216
2026 Q2	$621K	Sell	1,189 -7	-0.6%	-$3.5K	0.07%	208
2026 Q1	$554K	Buy	+1,196	New	+$579K	0.07%	213
2025 Q3	$635K	Sell	1,370 -137	-9%	-$61.7K	0.09%	170
2025 Q2	$664K	Sell	1,507 -118	-7%	-$49K	0.1%	159
2025 Q1	$682K	Sell	1,625 -229	-12%	-$99K	0.13%	146
2024 Q4	$789K	Sell	1,854 -251	-12%	-$109K	0.16%	125
2024 Q3	$890K	Sell	2,105 -1,160	-36%	-$471K	0.2%	108
2024 Q2	$1.28M	Sell	3,265 -2,095	-39%	-$813K	0.31%	72
2024 Q1	$2.13M	Sell	5,360 -424	-7%	-$163K	0.54%	37
2023 Q4	$2.18M	Buy	5,784 +187	+3%	+$65.3K	0.57%	37
2023 Q3	$1.87M	Buy	5,597 +89	+2%	+$30.9K	0.55%	38
2023 Q2	$1.89M	Sell	5,508 -2	-0%	-$673	0.57%	37
2023 Q1	$1.83M	Buy	5,510 +1,270	+30%	+$422K	0.61%	35
2022 Q4	$1.4M	Buy	4,240 +387	+10%	+$126K	0.5%	42
2022 Q3	$1.11M	Buy	3,853 +89	+2%	+$28.3K	0.43%	51
2022 Q2	$1.16M	Buy	3,764 +184	+5%	+$60.2K	0.43%	47
2022 Q1	$1.24M	Buy	3,580 +450	+14%	+$156K	0.41%	51
2021 Q4	$1.14M	Buy	3,130 +857	+38%	+$304K	0.37%	51
2021 Q3	$769K	Buy	2,273 +57	+3%	+$19.9K	0.23%	115
2021 Q2	$764K	Sell	2,216 -154	-6%	-$52.6K	0.23%	113
2021 Q1	$782K	Buy	2,370 +140	+6%	+$44.2K	0.27%	87
2020 Q4	$682K	Sell	2,230 -12	-0.5%	-$3.49K	0.24%	100
2020 Q3	$622K	Buy	2,242 +213	+10%	+$58.2K	0.26%	86
2020 Q2	$523K	Buy	2,029 +509	+33%	+$125K	0.29%	78
2020 Q1	$333K	Buy	+1,520	New	+$404K	0.23%	95
2019 Q2	–	Sell	-9,088	Closed	-$2.36M	–	176
2019 Q1	$2.36M	Buy	+9,088	New	+$2.29M	1.56%	15
2018 Q3	–	Sell	-7,399	Closed	-$1.8M	–	163
2018 Q2	$1.8M	Buy	7,399 +311	+4%	+$76.4K	1.59%	16
2018 Q1	$1.71M	Buy	7,088 +1,394	+24%	+$350K	1.45%	14
2017 Q4	$1.47M	Buy	+5,694	New	+$1.35M	1.38%	13

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

LexAurum Advisors's DIA Position: Q3 2026 in Review

LexAurum Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 1,189 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #216.

LexAurum Advisors first reported a position in DIA in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.36M in Q1 2019. 1,028 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

LexAurum Advisors held 1,189 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $605K as of Q3 2026.
LexAurum Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of LexAurum Advisors's portfolio in Q3 2026, its #216 holding.
LexAurum Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 30 quarters since.
LexAurum Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.36M in Q1 2019.
1,028 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.