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

Perennial 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
Q2 		$640K Sell
1,225
-35
-3% -$17.5K 0.04% 286
2026
Q1 		$584K Sell
1,260
-91
-7% -$44.1K 0.05% 275
2025
Q4 		$649K Sell
1,351
-39
-3% -$18.4K 0.05% 243
2025
Q3 		$645K Sell
1,390
-55
-4% -$24.8K 0.05% 243
2025
Q2 		$637K Sell
1,445
-240
-14% -$99.6K 0.06% 232
2025
Q1 		$708K Buy
1,685
+436
+35% +$189K 0.08% 195
2024
Q4 		$531K Buy
1,249
+277
+28% +$120K 0.06% 221
2024
Q3 		$411K Buy
+972
New +$395K 0.05% 240
2023
Q1 		– Sell
-815
Closed -$270K – 373
2022
Q4 		$270K Sell
815
-3,349
-80% -$1.09M 0.11% 159
2022
Q3 		$1.2M Sell
4,164
-149
-3% -$47.4K 0.54% 41
2022
Q2 		$1.33M Buy
4,313
+10
+0.2% +$3.27K 0.52% 42
2022
Q1 		$1.49M Buy
4,303
+122
+3% +$42.3K 0.47% 39
2021
Q4 		$1.52M Buy
4,181
+8
+0.2% +$2.84K 0.47% 41
2021
Q3 		$1.41M Buy
+4,173
New +$1.46M 0.5% 39

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perennial Investment Advisors's DIA Position: Q2 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.8% in Q2 2026, selling an estimated $17.5K and leaving 1,225 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #286.

Perennial Investment Advisors first reported a position in DIA in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2021. 1,456 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Perennial Investment Advisors held 1,225 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $640K as of Q2 2026.
  • Perennial Investment Advisors sold 35 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $17.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Perennial Investment Advisors's portfolio in Q2 2026, its #286 holding.
  • Perennial Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 14 quarters since.
  • Perennial Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.52M in Q4 2021.
  • 1,456 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.