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

Mill Creek Capital 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	$1.05M	Buy	2,275 +33	+1%	+$16K	0.02%	119
2025 Q4	$1.08M	Buy	2,242 +1	+0%	+$473	0.02%	120
2025 Q3	$1.04M	Buy	2,241 +56	+3%	+$25.2K	0.02%	121
2025 Q2	$963K	Sell	2,185 -2,508	-53%	-$1.04M	0.02%	118
2025 Q1	$1.97M	Hold	4,693	–	–	0.05%	87
2024 Q4	$2M	Hold	4,693	–	–	0.05%	85
2024 Q3	$1.99M	Hold	4,693	–	–	0.05%	82
2024 Q2	$1.84M	Hold	4,693	–	–	0.05%	89
2024 Q1	$1.87M	Hold	4,693	–	–	0.05%	79
2023 Q4	$1.77M	Hold	4,693	–	–	0.05%	80
2023 Q3	$1.57M	Sell	4,693 -2,900	-38%	-$1.01M	0.05%	78
2023 Q2	$2.61M	Buy	7,593 +2,900	+62%	+$976K	0.08%	63
2023 Q1	$1.56M	Sell	4,693 -6	-0.1%	-$1.99K	0.06%	78
2022 Q4	$1.56M	Buy	+4,699	New	+$1.53M	0.06%	75

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Mill Creek Capital Advisors's DIA Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.5% in Q1 2026, buying an estimated $16K and bringing the position to 2,275 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #119.

Mill Creek Capital Advisors first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.61M in Q2 2023. 1,370 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Mill Creek Capital Advisors held 2,275 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.05M as of Q1 2026.
Mill Creek Capital Advisors bought 33 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $16K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #119 holding.
Mill Creek Capital Advisors 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.
Mill Creek Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.61M in Q2 2023.
1,370 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.