Regal Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $895K | Sell |
1,714
-45
| -3% | -$22.5K | 0.05% | 340 |
|
|
2026
Q1 | $815K | Sell |
1,759
-88
| -5% | -$42.6K | 0.05% | 331 |
|
|
2025
Q4 | $887K | Buy |
1,847
+10
| +0.5% | +$4.73K | 0.05% | 302 |
|
|
2025
Q3 | $852K | Sell |
1,837
-1
| -0.1% | -$451 | 0.06% | 286 |
|
|
2025
Q2 | $810K | Sell |
1,838
-439
| -19% | -$182K | 0.06% | 269 |
|
|
2025
Q1 | $956K | Buy |
2,277
+52
| +2% | +$22.5K | 0.08% | 225 |
|
|
2024
Q4 | $947K | Buy |
2,225
+478
| +27% | +$207K | 0.07% | 237 |
|
|
2024
Q3 | $739K | Sell |
1,747
-428
| -20% | -$174K | 0.05% | 284 |
|
|
2024
Q2 | $851K | Buy |
2,175
+165
| +8% | +$64.1K | 0.06% | 275 |
|
|
2024
Q1 | $799K | Buy |
2,010
+103
| +5% | +$39.7K | 0.05% | 279 |
|
|
2023
Q4 | $719K | Buy |
1,907
+122
| +7% | +$42.6K | 0.05% | 270 |
|
|
2023
Q3 | $598K | Buy |
1,785
+106
| +6% | +$36.8K | 0.05% | 265 |
|
|
2023
Q2 | $577K | Hold |
1,679
| – | – | 0.05% | 274 |
|
|
2023
Q1 | $558K | Buy |
1,679
+198
| +13% | +$65.8K | 0.05% | 272 |
|
|
2022
Q4 | $491K | Buy |
1,481
+54
| +4% | +$17.6K | 0.05% | 278 |
|
|
2022
Q3 | $410K | Sell |
1,427
-39
| -3% | -$12.4K | 0.04% | 298 |
|
|
2022
Q2 | $451K | Buy |
1,466
+125
| +9% | +$40.9K | 0.05% | 297 |
|
|
2022
Q1 | $465K | Hold |
1,341
| – | – | 0.04% | 320 |
|
|
2021
Q4 | $487K | Hold |
1,341
| – | – | 0.04% | 336 |
|
|
2021
Q3 | $454K | Sell |
1,341
-93
| -6% | -$32.5K | 0.04% | 344 |
|
|
2021
Q2 | $495K | Buy |
+1,434
| New | +$489K | 0.05% | 330 |
|
|
2021
Q1 | – | Sell |
-1,516
| Closed | -$464K | – | 109 |
|
|
2020
Q4 | $464K | Buy |
+1,516
| New | +$441K | 0.05% | 294 |
|
|
2020
Q3 | – | Sell |
-1,454
| Closed | -$375K | – | 42 |
|
|
2020
Q2 | $375K | Buy |
+1,454
| New | +$358K | 0.07% | 208 |
|
|
2015
Q4 | – | Sell |
-141
| Closed | -$22K | – | 409 |
|
|
2015
Q3 | $22K | Sell |
141
-111
| -44% | -$18.9K | 0.01% | 545 |
|
|
2015
Q2 | $44K | Sell |
252
-158
| -39% | -$28.4K | 0.01% | 439 |
|
|
2015
Q1 | $73K | Buy |
410
+128
| +45% | +$22.8K | 0.02% | 386 |
|
|
2014
Q4 | $50K | Sell |
282
-829
| -75% | -$144K | 0.01% | 395 |
|
|
2014
Q3 | $189K | Buy |
1,111
+359
| +48% | +$60.8K | 0.06% | 224 |
|
|
2014
Q2 | $126K | Sell |
752
-66
| -8% | -$10.9K | 0.04% | 250 |
|
|
2014
Q1 | $134K | Sell |
818
-2,972
| -78% | -$480K | 0.06% | 233 |
|
|
2013
Q4 | $627K | Buy |
3,790
+3,038
| +404% | +$477K | 0.36% | 89 |
|
|
2013
Q3 | $114K | Sell |
752
-4,421
| -85% | -$675K | 0.07% | 223 |
|
|
2013
Q2 | $770K | Buy |
+5,173
| New | +$773K | 0.43% | 79 |
|
Other funds holding DIA
Regal Investment Advisors's DIA Position: Q2 2026 in Review
Regal Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.6% in Q2 2026, selling an estimated $22.5K and leaving 1,714 shares worth $895K. The position accounts for 0.05% of the portfolio, ranked #340.
Regal Investment Advisors first reported a position in DIA in Q2 2013 and has held it in 33 quarters since. The position peaked at $956K in Q1 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.
- Regal Investment Advisors held 1,714 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $895K as of Q2 2026.
- Regal Investment Advisors sold 45 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $22.5K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #340 holding.
- Regal Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 33 quarters since.
- Regal Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $956K in Q1 2025.
- 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.
Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.