Miller Investment Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Miller Investment 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	$2.65M	Hold	5,717	–	–	0.26%	28
2025 Q4	$2.75M	Hold	5,717	–	–	0.27%	31
2025 Q3	$2.65M	Hold	5,717	–	–	0.27%	35
2025 Q2	$2.52M	Hold	5,717	–	–	0.26%	37
2025 Q1	$2.4M	Hold	5,717	–	–	0.27%	36
2024 Q4	$2.43M	Hold	5,717	–	–	0.27%	35
2024 Q3	$2.42M	Hold	5,717	–	–	0.25%	36
2024 Q2	$2.24M	Sell	5,717 -6,293	-52%	-$2.44M	0.27%	41
2024 Q1	$4.78M	Hold	12,010	–	–	0.61%	25
2023 Q4	$4.53M	Buy	+12,010	New	+$4.2M	0.64%	25

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

Miller Investment Management's DIA Position: Q1 2026 in Review

Miller Investment Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 5,717 shares worth $2.65M. The position accounts for 0.26% of the portfolio, ranked #28.

Miller Investment Management first reported a position in DIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.78M in Q1 2024. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Miller Investment Management held 5,717 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.65M as of Q1 2026.
Miller Investment Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.26% of Miller Investment Management's portfolio in Q1 2026, its #28 holding.
Miller Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 10 quarters since.
Miller Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.78M in Q1 2024.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.