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Pinnacle Family Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Pinnacle Family 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 		$1.26M Sell
2,721
-2,383
-47% -$1.15M 0.59% 37
2025
Q4 		$2.45M Buy
5,104
+2,274
+80% +$1.08M 1.08% 18
2025
Q3 		$1.31M Sell
2,830
-124
-4% -$55.9K 0.57% 33
2025
Q2 		$1.3M Sell
2,954
-4,017
-58% -$1.67M 0.63% 35
2025
Q1 		$2.93M Buy
6,971
+3,628
+109% +$1.57M 1.59% 18
2024
Q4 		$1.42M Sell
3,343
-9,144
-73% -$3.96M 0.69% 36
2024
Q3 		$5.28M Buy
12,487
+9,297
+291% +$3.78M 2.74% 8
2024
Q2 		$1.25M Sell
3,190
-487
-13% -$189K 0.69% 32
2024
Q1 		$1.46M Sell
3,677
-9,939
-73% -$3.83M 0.78% 28
2023
Q4 		$5.13M Buy
13,616
+10,452
+330% +$3.65M 3.02% 9
2023
Q3 		$1.06M Buy
3,164
+18
+0.6% +$6.24K 0.61% 25
2023
Q2 		$1.08M Sell
3,146
-163
-5% -$54.9K 0.58% 28
2023
Q1 		$1.1M Sell
3,309
-26,024
-89% -$8.65M 0.67% 30
2022
Q4 		$9.72M Buy
29,333
+19,124
+187% +$6.22M 6.94% 3
2022
Q3 		$2.93M Sell
10,209
-847
-8% -$269K 2.54% 11
2022
Q2 		$3.4M Sell
11,056
-9,102
-45% -$2.98M 2.78% 10
2022
Q1 		$6.99M Sell
20,158
-11,064
-35% -$3.84M 3.72% 7
2021
Q4 		$11.3M Buy
+31,222
New +$11.1M 5.14% 8
2020
Q1 		– Sell
-17,400
Closed -$4.96M – 61
2019
Q4 		$4.96M Sell
17,400
-6,030
-26% -$1.66M 4.47% 8
2019
Q3 		$6.31M Sell
23,430
-295
-1% -$78.7K 5.57% 6
2019
Q2 		$6.31M Buy
23,725
+11,315
+91% +$2.95M 5.23% 7
2019
Q1 		$3.22M Buy
12,410
+1,915
+18% +$482K 2.86% 12
2018
Q4 		$2.45M Buy
+10,495
New +$2.62M 1.65% 19
2018
Q3 		– Sell
-37,645
Closed -$9.14M – 64
2018
Q2 		$9.14M Sell
37,645
-20,475
-35% -$5.03M 4.86% 8
2018
Q1 		$14M Sell
58,120
-7,585
-12% -$1.91M 8.01% 2
2017
Q4 		$16.3M Buy
65,705
+3,685
+6% +$873K 7.5% 1
2017
Q3 		$13.9M Buy
62,020
+4,095
+7% +$896K 6.53% 3
2017
Q2 		$12.4M Buy
+57,925
New +$12.2M 6.89% 3
2017
Q1 		– Sell
-12,320
Closed -$2.43M – 60
2016
Q4 		$2.43M Buy
+12,320
New +$2.32M 1.49% 21

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pinnacle Family Advisors's DIA Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 47% in Q1 2026, selling an estimated $1.15M and leaving 2,721 shares worth $1.26M. The position accounts for 0.59% of the portfolio, ranked #37.

Pinnacle Family Advisors first reported a position in DIA in Q4 2016 and has held it in 29 quarters since. The position peaked at $16.3M in Q4 2017. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Pinnacle Family Advisors held 2,721 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.26M as of Q1 2026.
  • Pinnacle Family Advisors sold 2,383 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $1.15M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.59% of Pinnacle Family Advisors's portfolio in Q1 2026, its #37 holding.
  • Pinnacle Family Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 29 quarters since.
  • Pinnacle Family Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $16.3M in Q4 2017.
  • 1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

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