Principal Securities’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Principal Securities’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	$512K	Buy	1,106 +15	+1%	+$7.27K	0.01%	979
2025 Q4	$524K	Sell	1,091 -2	-0.2%	-$946	0.01%	922
2025 Q3	$507K	Sell	1,093 -43	-4%	-$19.4K	0.01%	906
2025 Q2	$500K	Sell	1,136 -264	-19%	-$110K	0.01%	857
2025 Q1	$596K	Hold	1,400	–	–	0.01%	711
2024 Q4	$596K	Buy	1,400 +269	+24%	+$116K	0.01%	709
2024 Q3	$479K	Sell	1,131 -320	-22%	-$130K	0.01%	768
2024 Q2	$568K	Sell	1,451 -100	-6%	-$38.8K	0.02%	658
2024 Q1	$617K	Buy	1,551 +217	+16%	+$83.6K	0.02%	589
2023 Q4	$503K	Buy	+1,334	New	+$466K	0.02%	600

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

Principal Securities's DIA Position: Q1 2026 in Review

Principal Securities increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.4% in Q1 2026, buying an estimated $7.27K and bringing the position to 1,106 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #979.

Principal Securities first reported a position in DIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $617K in Q1 2024. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Principal Securities held 1,106 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $512K as of Q1 2026.
Principal Securities bought 15 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $7.27K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Principal Securities's portfolio in Q1 2026, its #979 holding.
Principal Securities first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 10 quarters since.
Principal Securities's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $617K in Q1 2024.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.