NWF Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

NWF Advisory Services’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	$1.26M	Buy	2,713 +89	+3%	+$43.1K	0.14%	116
2025 Q4	$1.26M	Buy	2,624 +11	+0.4%	+$5.2K	0.14%	112
2025 Q3	$1.21M	Sell	2,613 -1,863	-42%	-$840K	0.13%	119
2025 Q2	$1.97M	Buy	4,476 +1,110	+33%	+$461K	0.24%	79
2025 Q1	$1.41M	Sell	3,366 -2,245	-40%	-$971K	0.2%	91
2024 Q4	$2.39M	Sell	5,611 -1,261	-18%	-$546K	0.35%	52
2024 Q3	$2.91M	Buy	6,872 +681	+11%	+$277K	0.42%	52
2024 Q2	$2.42M	Sell	6,191 -60	-1%	-$23.3K	0.39%	54
2024 Q1	$2.49M	Buy	6,251 +1,724	+38%	+$664K	0.42%	52
2023 Q4	$1.71M	Buy	4,527 +119	+3%	+$41.6K	0.34%	60
2023 Q3	$1.48M	Sell	4,408 -633	-13%	-$220K	0.35%	59
2023 Q2	$1.73M	Hold	5,041	–	–	0.4%	49
2023 Q1	$1.73M	Buy	+5,041	New	+$1.67M	0.4%	49

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

NWF Advisory Services's DIA Position: Q1 2026 in Review

NWF Advisory Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.4% in Q1 2026, buying an estimated $43.1K and bringing the position to 2,713 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #116.

NWF Advisory Services first reported a position in DIA in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.91M in Q3 2024. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

NWF Advisory Services held 2,713 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.26M as of Q1 2026.
NWF Advisory Services bought 89 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $43.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of NWF Advisory Services's portfolio in Q1 2026, its #116 holding.
NWF Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.91M in Q3 2024.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.