Mount Yale Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mount Yale Investment 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	$639K	Buy	+1,377	New	+$667K	0.01%	637
2025 Q3	–	Sell	-61	Closed	-$27K	–	893
2025 Q2	$27K	Buy	+61	New	+$25.3K	﹤0.01%	979

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 $445B AUM 25.58% 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

Mount Yale Investment Advisors's DIA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 1,377 shares worth $639K. The stake represents 0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in DIA as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in DIA in Q2 2025 and has held it in 2 quarters since. 1,364 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Mount Yale Investment Advisors held 1,377 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $639K as of Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Mount Yale Investment Advisors position in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #637 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 2 quarters since.
1,364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.