Per Stirling Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Per Stirling Capital 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	$698K	Buy	1,506 +102	+7%	+$49.4K	0.08%	167
2025 Q4	$675K	Buy	1,404 +8	+0.6%	+$3.78K	0.08%	157
2025 Q3	$647K	Buy	1,396 +55	+4%	+$24.8K	0.08%	153
2025 Q2	$591K	Sell	1,341 -157	-10%	-$65.1K	0.08%	155
2025 Q1	$629K	Sell	1,498 -71	-5%	-$30.7K	0.09%	144
2024 Q4	$668K	Hold	1,569	–	–	0.09%	133
2024 Q3	$664K	Sell	1,569 -11	-0.7%	-$4.47K	0.09%	146
2024 Q2	$618K	Buy	1,580 +1	+0.1%	+$388	0.1%	134
2024 Q1	$628K	Sell	1,579 -51	-3%	-$19.6K	0.1%	123
2023 Q4	$614K	Buy	1,630 +2	+0.1%	+$699	0.11%	115
2023 Q3	$545K	Buy	1,628 +8	+0.5%	+$2.77K	0.11%	110
2023 Q2	$557K	Sell	1,620 -590	-27%	-$199K	0.11%	109
2023 Q1	$735K	Sell	2,210 -4,436	-67%	-$1.47M	0.16%	82
2022 Q4	$2.2M	Buy	+6,646	New	+$2.16M	0.4%	51

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

Per Stirling Capital Management's DIA Position: Q1 2026 in Review

Per Stirling Capital Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.3% in Q1 2026, buying an estimated $49.4K and bringing the position to 1,506 shares worth $698K. The position accounts for 0.08% of the portfolio, ranked #167.

Per Stirling Capital Management first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q4 2022. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Per Stirling Capital Management held 1,506 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $698K as of Q1 2026.
Per Stirling Capital Management bought 102 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $49.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Per Stirling Capital Management's portfolio in Q1 2026, its #167 holding.
Per Stirling Capital Management 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.
Per Stirling Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.2M in Q4 2022.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.