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

Lido 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
2025 Q3	–	Sell	-500	Closed	-$45.4K	–	1856
2025 Q2	$45.4K	Sell	500 -1,400	-74%	-$581K	﹤0.01%	1621
2025 Q1	$798K	Buy	1,900 +1,400	+280%	+$605K	﹤0.01%	863
2024 Q4	$213K	Buy	+500	New	+$216K	﹤0.01%	1359
2021 Q4	–	Sell	-700	Closed	-$236K	–	1002
2021 Q3	$236K	Hold	700	–	–	﹤0.01%	836
2021 Q2	$241K	Hold	700	–	–	﹤0.01%	805
2021 Q1	$231K	Buy	+700	New	+$221K	﹤0.01%	755

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lido Advisors's DIA Position: Q2 2026 in Review

Lido Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 21% in Q2 2026, buying an estimated $1.97M and bringing the position to 22,532 shares worth $11.8M. The position accounts for 0.03% of the portfolio, ranked #318.

Lido Advisors first reported a position in DIA in Q4 2017 and has held it in 30 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Lido Advisors held 22,532 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $11.8M as of Q2 2026.
Lido Advisors bought 3,939 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.97M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #318 holding.
Lido 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.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.