Lodestar Private Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Lodestar Private Asset Management’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	$844K	Buy	1,822 +350	+24%	+$170K	0.08%	113
2025 Q4	$707K	Sell	1,472 -79	-5%	-$37.4K	0.07%	129
2025 Q3	$719K	Sell	1,551 -5	-0.3%	-$2.25K	0.08%	124
2025 Q2	$686K	Hold	1,556	–	–	0.08%	121
2025 Q1	$653K	Sell	1,556 -75	-5%	-$32.4K	0.08%	124
2024 Q4	$694K	Sell	1,631 -121	-7%	-$52.4K	0.09%	117
2024 Q3	$741K	Hold	1,752	–	–	0.09%	114
2024 Q2	$685K	Sell	1,752 -75	-4%	-$29.1K	0.09%	116
2024 Q1	$727K	Sell	1,827 -25	-1%	-$9.63K	0.1%	108
2023 Q4	$698K	Sell	1,852 -40	-2%	-$14K	0.11%	112
2023 Q3	$634K	Sell	1,892 -10	-0.5%	-$3.47K	0.11%	111
2023 Q2	$654K	Hold	1,902	–	–	0.11%	109
2023 Q1	$633K	Sell	1,902 -25	-1%	-$8.31K	0.11%	108
2022 Q4	$638K	Buy	+1,927	New	+$626K	0.12%	107

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

Lodestar Private Asset Management's DIA Position: Q1 2026 in Review

Lodestar Private Asset Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 24% in Q1 2026, buying an estimated $170K and bringing the position to 1,822 shares worth $844K. The position accounts for 0.08% of the portfolio, ranked #113.

Lodestar Private Asset Management first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Lodestar Private Asset Management held 1,822 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $844K as of Q1 2026.
Lodestar Private Asset Management bought 350 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $170K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Lodestar Private Asset Management's portfolio in Q1 2026, its #113 holding.
Lodestar Private Asset Management 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.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.