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MSR
Main Street Research’s
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
Stock Holding History
Main Street Research’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
$696K
Buy
1,502
+862
+135%
+$418K
0.04%
71
2025
Q4
$308K
Hold
640
–
–
0.02%
100
2025
Q3
$297K
Hold
640
–
–
0.02%
107
2025
Q2
$283K
Hold
640
–
–
0.02%
99
2025
Q1
$269K
Sell
640
-124
-16%
-$53.6K
0.02%
94
2024
Q4
$326K
Buy
764
+124
+19%
+$53.7K
0.02%
90
2024
Q3
$272K
Sell
640
-156
-20%
-$63.4K
0.02%
91
2024
Q2
$312K
Buy
796
+76
+11%
+$29.5K
0.02%
78
2024
Q1
$287K
Hold
720
–
–
0.02%
85
2023
Q4
$272K
Sell
720
-62
-8%
-$21.7K
0.02%
89
2023
Q3
$263K
Buy
782
+32
+4%
+$11.1K
0.03%
85
2023
Q2
$258K
Hold
750
–
–
0.04%
82
2023
Q1
$250K
Sell
750
-100
-12%
-$33.2K
0.05%
82
2022
Q4
$282K
Hold
850
–
–
0.07%
79
2022
Q3
$244K
Buy
850
+100
+13%
+$31.8K
0.05%
83
2022
Q2
$231K
Sell
750
-109
-13%
-$35.6K
0.06%
77
2022
Q1
$298K
Buy
859
+109
+15%
+$37.8K
0.03%
93
2021
Q4
$273K
Sell
750
-1
-0.1%
-$355
0.02%
114
2021
Q3
$254K
Sell
751
-90
-11%
-$31.4K
0.02%
121
2021
Q2
$290K
Buy
841
+91
+12%
+$31.1K
0.02%
117
2021
Q1
$248K
Buy
+750
New
+$237K
0.02%
116
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$761B AUM
31.28%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Citadel Advisors
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$141B AUM
30.34%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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