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
2026 Q1	$1.39M	Hold	3,000	–	–	﹤0.01%	830
2025 Q4	$1.44M	Hold	3,000	–	–	﹤0.01%	837
2025 Q3	$1.39M	Hold	3,000	–	–	﹤0.01%	809
2025 Q2	$273K	Buy	+3,000	New	+$1.24M	﹤0.01%	1381
2020 Q3	–	Sell	-3,900	Closed	-$1M	–	654
2020 Q2	$1M	Buy	+3,900	New	+$959K	0.03%	244

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

Lido Advisors's DIA Position: Q1 2026 in Review

Lido Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q1 2026, buying an estimated $143K and bringing the position to 18,593 shares worth $8.63M. The position accounts for 0.03% of the portfolio, ranked #348.

Lido Advisors first reported a position in DIA in Q4 2017 and has held it in 29 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Lido Advisors held 18,593 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.63M as of Q1 2026.
Lido Advisors bought 296 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $143K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #348 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 29 quarters since.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.