LPL Financial
DIA icon

LPL Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

LPL Financial’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
Q4 		– Sell
-1,000
Closed -$464K – 5917
2025
Q3 		$464K Buy
+1,000
New +$451K ﹤0.01% 4693
2024
Q4 		– Sell
-8,400
Closed -$3.55M – 5322
2024
Q3 		$3.55M Buy
8,400
+1,500
+22% +$609K ﹤0.01% 2243
2024
Q2 		$2.7M Buy
6,900
+6,825
+9,100% +$2.65M ﹤0.01% 2344
2024
Q1 		$2.98M Sell
75
-3,525
-98% -$1.36M ﹤0.01% 2184
2023
Q4 		$1.36M Buy
3,600
+2,600
+260% +$909K ﹤0.01% 2778
2023
Q3 		$335K Buy
+1,000
New +$347K ﹤0.01% 3826
2022
Q3 		– Sell
-1,400
Closed -$431K – 4441
2022
Q2 		$431K Buy
1,400
+400
+40% +$131K ﹤0.01% 3332
2022
Q1 		$347K Buy
+1,000
New +$347K ﹤0.01% 3468
2021
Q4 		– Sell
-1,000
Closed -$338K – 4365
2021
Q3 		$338K Sell
1,000
-7,000
-88% -$2.45M ﹤0.01% 3554
2021
Q2 		$2.76M Buy
+8,000
New +$2.73M ﹤0.01% 1737
2020
Q2 		– Sell
-4,400
Closed -$965K – 3470
2020
Q1 		$965K Buy
4,400
+2,900
+193% +$770K ﹤0.01% 1629
2019
Q4 		$428K Hold
1,500
– – ﹤0.01% 2505
2019
Q3 		$404K Buy
1,500
+700
+88% +$187K ﹤0.01% 2438
2019
Q2 		$213K Buy
+800
New +$209K ﹤0.01% 2976
2019
Q1 		– Sell
-18,600
Closed -$4.34M – 3199
2018
Q4 		$4.34M Buy
+18,600
New +$4.64M 0.01% 739
2018
Q2 		– Sell
-3,600
Closed -$869K – 3227
2018
Q1 		$869K Buy
3,600
+1,400
+64% +$352K ﹤0.01% 1712
2017
Q4 		$544K Sell
2,200
-1,600
-42% -$379K ﹤0.01% 1999
2017
Q3 		$851K Buy
+3,800
New +$832K ﹤0.01% 1550

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial's DIA Position: Q1 2026 in Review

LPL Financial reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q1 2026, selling an estimated $12.7M and leaving 1,623,835 shares worth $752M. The position accounts for 0.2% of the portfolio, ranked #108.

LPL Financial first reported a position in DIA in Q2 2013 and has held it in 52 quarters since. The position peaked at $793M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • LPL Financial held 1,623,835 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $752M as of Q1 2026.
  • LPL Financial sold 26,157 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $12.7M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.2% of LPL Financial's portfolio in Q1 2026, its #108 holding.
  • LPL Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $793M in Q4 2025.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.