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

Mutual 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	$691K	Buy	1,492 +39	+3%	+$18.9K	0.01%	735
2025 Q4	$698K	Buy	1,453 +88	+6%	+$41.6K	0.02%	717
2025 Q3	$638K	Sell	1,365 -155	-10%	-$69.9K	0.01%	742
2025 Q2	$683K	Sell	1,520 -1,250	-45%	-$519K	0.02%	656
2025 Q1	$1.11M	Buy	2,770 +876	+46%	+$379K	0.03%	420
2024 Q4	$817K	Sell	1,894 -4,034	-68%	-$1.75M	0.02%	545
2024 Q3	$2.51M	Buy	5,928 +2,614	+79%	+$1.06M	0.07%	240
2024 Q2	$1.34M	Sell	3,314 -2,873	-46%	-$1.12M	0.04%	387
2024 Q1	$2.46M	Buy	6,187 +4,232	+216%	+$1.63M	0.08%	230
2023 Q4	$737K	Sell	1,955 -10,967	-85%	-$3.83M	0.03%	539
2023 Q3	$4.33M	Buy	12,922 +1,361	+12%	+$472K	0.17%	122
2023 Q2	$3.98M	Sell	11,561 -274	-2%	-$92.2K	0.15%	140
2023 Q1	$3.94M	Buy	11,835 +1,238	+12%	+$411K	0.16%	132
2022 Q4	$3.51M	Buy	10,597 +8,601	+431%	+$2.8M	0.16%	139
2022 Q3	$573K	Buy	1,996 +338	+20%	+$107K	0.03%	523
2022 Q2	$510K	Sell	1,658 -2,061	-55%	-$674K	0.03%	530
2022 Q1	$1.29M	Buy	3,719 +2,825	+316%	+$980K	0.07%	300
2021 Q4	$325K	Sell	894 -342	-28%	-$122K	0.02%	713
2021 Q3	$418K	Buy	+1,236	New	+$432K	0.02%	602
2021 Q2	–	Sell	-924	Closed	-$305K	–	826
2021 Q1	$305K	Buy	924 +1	+0.1%	+$316	0.02%	627
2020 Q4	$282K	Buy	923 +13	+1%	+$3.78K	0.02%	612
2020 Q3	$253K	Sell	910 -221	-20%	-$60.4K	0.02%	579
2020 Q2	$292K	Buy	+1,131	New	+$278K	0.03%	513
2020 Q1	–	Sell	-14,617	Closed	-$4.17M	–	582
2019 Q4	$4.17M	Sell	14,617 -2,513	-15%	-$692K	0.44%	46
2019 Q3	$4.61M	Sell	17,130 -4,567	-21%	-$1.22M	0.61%	27
2019 Q2	$5.77M	Sell	21,697 -1,881	-8%	-$491K	0.75%	19
2019 Q1	$6.11M	Buy	23,578 +6,264	+36%	+$1.58M	0.9%	19
2018 Q4	$4.04M	Buy	17,314 +1,433	+9%	+$358K	0.8%	18
2018 Q3	$4.2M	Buy	15,881 +10,178	+178%	+$2.61M	0.64%	25
2018 Q2	$1.38M	Buy	+5,703	New	+$1.4M	0.32%	98

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

Mutual Advisors's DIA Position: Q1 2026 in Review

Mutual Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.7% in Q1 2026, buying an estimated $18.9K and bringing the position to 1,492 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #735.

Mutual Advisors first reported a position in DIA in Q2 2018 and has held it in 30 quarters since. The position peaked at $6.11M in Q1 2019. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Mutual Advisors held 1,492 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $691K as of Q1 2026.
Mutual Advisors bought 39 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $18.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #735 holding.
Mutual Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2018 and has held it in 30 quarters since.
Mutual Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.11M in Q1 2019.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.