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

Prosperity Capital 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 Q3	$264K	Sell	519 -1,305	-72%	-$687K	0.01%	361
2026 Q2	$953K	Sell	1,824 -390	-18%	-$195K	0.05%	193
2026 Q1	$1.03M	Sell	2,214 -917	-29%	-$444K	0.06%	188
2025 Q4	$1.5M	Sell	3,131 -3,072	-50%	-$1.45M	0.09%	136
2025 Q3	$2.88M	Sell	6,203 -58	-0.9%	-$26.1K	0.17%	100
2025 Q2	$2.76M	Buy	6,261 +3,084	+97%	+$1.28M	0.18%	102
2025 Q1	$1.33M	Sell	3,177 -212	-6%	-$91.7K	0.11%	133
2024 Q4	$1.44M	Sell	3,389 -1,245	-27%	-$539K	0.12%	128
2024 Q3	$1.96M	Buy	4,634 +970	+26%	+$394K	0.17%	104
2024 Q2	$1.43M	Sell	3,664 -5,069	-58%	-$1.97M	0.16%	98
2024 Q1	$3.47M	Buy	8,733 +5,083	+139%	+$1.96M	0.41%	43
2023 Q4	$1.38M	Buy	3,650 +185	+5%	+$64.6K	0.15%	78
2023 Q3	$1.16M	Sell	3,465 -9,001	-72%	-$3.12M	0.15%	83
2023 Q2	$4.29M	Buy	12,466 +1,582	+15%	+$532K	0.6%	25
2023 Q1	$3.62M	Buy	+10,884	New	+$3.62M	0.56%	32

Other funds holding DIA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Prosperity Capital Advisors's DIA Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 72% in Q3 2026, selling an estimated $687K and leaving 519 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #361.

Prosperity Capital Advisors first reported a position in DIA in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.29M in Q2 2023. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Prosperity Capital Advisors held 519 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $264K as of Q3 2026.
Prosperity Capital Advisors sold 1,305 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $687K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Prosperity Capital Advisors's portfolio in Q3 2026, its #361 holding.
Prosperity Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 15 quarters since.
Prosperity Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.29M in Q2 2023.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.