Rehmann Capital Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Rehmann Capital Advisory Group’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	$301K	Hold	650	–	–	0.02%	550
2025 Q4	$312K	Buy	650 +1	+0.2%	+$473	0.02%	525
2025 Q3	$301K	Hold	649	–	–	0.02%	505
2025 Q2	$286K	Buy	+649	New	+$269K	0.02%	484
2020 Q2	–	Sell	-1,592	Closed	-$349K	–	424
2020 Q1	$349K	Buy	+1,592	New	+$423K	0.06%	253
2019 Q3	$675K	Sell	2,507 -171	-6%	-$45.6K	0.08%	132
2019 Q2	$712K	Sell	2,678 -506	-16%	-$132K	0.09%	183
2019 Q1	$825K	Sell	3,184 -68	-2%	-$17.1K	0.11%	149
2018 Q4	$758K	Buy	3,252 +75	+2%	+$18.7K	0.11%	94
2018 Q3	$840K	Sell	3,177 -145	-4%	-$37.1K	0.12%	147
2018 Q2	$806K	Sell	3,322 -456	-12%	-$112K	0.12%	153
2018 Q1	$912K	Buy	3,778 +313	+9%	+$78.6K	0.14%	121
2017 Q4	$857K	Buy	3,465 +572	+20%	+$135K	0.14%	127
2017 Q3	$648K	Buy	2,893 +6	+0.2%	+$1.31K	0.12%	155
2017 Q2	$616K	Sell	2,887 -45	-2%	-$9.44K	0.12%	153
2017 Q1	$605K	Buy	2,932 +294	+11%	+$59.9K	0.1%	170
2016 Q4	$521K	Buy	2,638 +13	+0.5%	+$2.45K	0.1%	183
2016 Q3	$480K	Buy	2,625 +15	+0.6%	+$2.75K	0.09%	183
2016 Q2	$467K	Buy	2,610 +15	+0.6%	+$2.66K	0.09%	180
2016 Q1	$458K	Buy	+2,595	New	+$432K	0.09%	176
2015 Q2	–	Sell	-1,322	Closed	-$235K	–	346
2015 Q1	$235K	Hold	1,322	–	–	0.05%	288
2014 Q4	$235K	Buy	1,322 +1	+0.1%	+$173	0.05%	279
2014 Q3	$225K	Hold	1,321	–	–	0.05%	282
2014 Q2	$222K	Hold	1,321	–	–	0.05%	289
2014 Q1	$217K	Buy	1,321 +1	+0.1%	+$162	0.06%	282
2013 Q4	$218K	Buy	+1,320	New	+$207K	0.07%	262

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

Rehmann Capital Advisory Group's DIA Position: Q1 2026 in Review

Rehmann Capital Advisory Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 650 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #550.

Rehmann Capital Advisory Group first reported a position in DIA in Q4 2013 and has held it in 26 quarters since. The position peaked at $912K in Q1 2018. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Rehmann Capital Advisory Group held 650 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $301K as of Q1 2026.
Rehmann Capital Advisory Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #550 holding.
Rehmann Capital Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and has held it in 26 quarters since.
Rehmann Capital Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $912K in Q1 2018.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.