Pettyjohn Wood & White’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Pettyjohn Wood & White’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	$618K	Hold	1,335	–	–	0.1%	120
2025 Q4	$642K	Hold	1,335	–	–	0.1%	118
2025 Q3	$619K	Hold	1,335	–	–	0.1%	118
2025 Q2	$588K	Hold	1,335	–	–	0.11%	117
2025 Q1	$561K	Hold	1,335	–	–	0.11%	115
2024 Q4	$568K	Hold	1,335	–	–	0.1%	118
2024 Q3	$565K	Hold	1,335	–	–	0.1%	119
2024 Q2	$522K	Buy	+1,335	New	+$518K	0.1%	114

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

Pettyjohn Wood & White's DIA Position: Q1 2026 in Review

Pettyjohn Wood & White held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,335 shares worth $618K. The position accounts for 0.1% of the portfolio, ranked #120.

Pettyjohn Wood & White first reported a position in DIA in Q2 2024 and has held it in 8 quarters since. The position peaked at $642K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Pettyjohn Wood & White held 1,335 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $618K as of Q1 2026.
Pettyjohn Wood & White left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Pettyjohn Wood & White's portfolio in Q1 2026, its #120 holding.
Pettyjohn Wood & White first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 8 quarters since.
Pettyjohn Wood & White's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $642K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.