Private Capital Management (Florida)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Private Capital Management (Florida)’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	$533K	Sell	1,150 -50	-4%	-$24.2K	0.05%	125
2025 Q4	$577K	Hold	1,200	–	–	0.05%	115
2025 Q3	$556K	Hold	1,200	–	–	0.05%	111
2025 Q2	$529K	Hold	1,200	–	–	0.05%	111
2025 Q1	$504K	Hold	1,200	–	–	0.06%	105
2024 Q4	$511K	Hold	1,200	–	–	0.05%	97
2024 Q3	$508K	Hold	1,200	–	–	0.05%	95
2024 Q2	$469K	Hold	1,200	–	–	0.05%	96
2024 Q1	$477K	Hold	1,200	–	–	0.05%	97
2023 Q4	$452K	Hold	1,200	–	–	0.05%	105
2023 Q3	$402K	Sell	1,200 -300	-20%	-$104K	0.05%	109
2023 Q2	$516K	Hold	1,500	–	–	0.06%	96
2023 Q1	$499K	Hold	1,500	–	–	0.06%	85
2022 Q4	$497K	Hold	1,500	–	–	0.07%	63
2022 Q3	$431K	Hold	1,500	–	–	0.06%	78
2022 Q2	$462K	Hold	1,500	–	–	0.07%	71
2022 Q1	$520K	Buy	+1,500	New	+$520K	0.08%	66
2019 Q4	–	Sell	-1,000	Closed	-$276K	–	53
2019 Q3	$269K	Hold	1,000	–	–	0.05%	37
2019 Q2	$266K	Hold	1,000	–	–	0.04%	41
2019 Q1	$259K	Hold	1,000	–	–	0.04%	46
2018 Q4	$233K	Hold	1,000	–	–	0.04%	47
2018 Q3	$264K	Buy	+1,000	New	+$256K	0.04%	42

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

Private Capital Management (Florida)'s DIA Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.2% in Q1 2026, selling an estimated $24.2K and leaving 1,150 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #125.

Private Capital Management (Florida) first reported a position in DIA in Q3 2018 and has held it in 22 quarters since. The position peaked at $577K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Private Capital Management (Florida) held 1,150 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $533K as of Q1 2026.
Private Capital Management (Florida) sold 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $24.2K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #125 holding.
Private Capital Management (Florida) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 22 quarters since.
Private Capital Management (Florida)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $577K 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 Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.