Raymond James Financial
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Raymond James Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Raymond James Financial’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 		$137K Hold
300
– – ﹤0.01% 4968
2025
Q4 		$137K Buy
+300
New +$142K ﹤0.01% 4869

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 $445B AUM 25.58% 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

Raymond James Financial's DIA Position: Q1 2026 in Review

Raymond James Financial increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 9.7% in Q1 2026, buying an estimated $22.2M and bringing the position to 516,347 shares worth $239M. The position accounts for 0.07% of the portfolio, ranked #236.

Raymond James Financial first reported a position in DIA in Q4 2024 and has held it in 6 quarters since. 1,364 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Raymond James Financial held 516,347 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $239M as of Q1 2026.
  • Raymond James Financial bought 45,789 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $22.2M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Raymond James Financial's portfolio in Q1 2026, its #236 holding.
  • Raymond James Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.