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 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

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

Perennial Investment Advisors's DIA Position: Q1 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.7% in Q1 2026, selling an estimated $44.1K and leaving 1,260 shares worth $584K. The position accounts for 0.05% of the portfolio, ranked #275.

Perennial Investment Advisors first reported a position in DIA in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.52M in Q4 2021. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Perennial Investment Advisors held 1,260 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $584K as of Q1 2026.
Perennial Investment Advisors sold 91 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $44.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #275 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 13 quarters since.
Perennial Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.52M in Q4 2021.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.