Rosenblum Silverman Sutton’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Rosenblum Silverman Sutton’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	$488K	Buy	1,054 +30	+3%	+$14.5K	0.13%	61
2025 Q4	$492K	Sell	1,024 -5	-0.5%	-$2.37K	0.11%	63
2025 Q3	$477K	Hold	1,029	–	–	0.11%	62
2025 Q2	$454K	Buy	1,029 +50	+5%	+$20.7K	0.11%	64
2025 Q1	$411K	Sell	979 -5	-0.5%	-$2.16K	0.11%	63
2024 Q4	$419K	Hold	984	–	–	0.11%	66
2024 Q3	$416K	Hold	984	–	–	0.11%	67
2024 Q2	$385K	Sell	984 -30	-3%	-$11.6K	0.1%	64
2024 Q1	$403K	Sell	1,014 -23	-2%	-$8.86K	0.11%	61
2023 Q4	$391K	Hold	1,037	–	–	0.12%	60
2023 Q3	$347K	Hold	1,037	–	–	0.12%	61
2023 Q2	$357K	Hold	1,037	–	–	0.12%	62
2023 Q1	$345K	Hold	1,037	–	–	0.13%	56
2022 Q4	$344K	Sell	1,037 -3	-0.3%	-$975	0.13%	58
2022 Q3	$299K	Hold	1,040	–	–	0.11%	66
2022 Q2	$320K	Sell	1,040 -40	-4%	-$13.1K	0.1%	66
2022 Q1	$375K	Hold	1,080	–	–	0.1%	61
2021 Q4	$392K	Hold	1,080	–	–	0.09%	61
2021 Q3	$365K	Sell	1,080 -38	-3%	-$13.3K	0.08%	60
2021 Q2	$386K	Hold	1,118	–	–	0.09%	59
2021 Q1	$369K	Hold	1,118	–	–	0.09%	59
2020 Q4	$342K	Hold	1,118	–	–	0.09%	58
2020 Q3	$310K	Sell	1,118 -62	-5%	-$16.9K	0.09%	57
2020 Q2	$304K	Sell	1,180 -14	-1%	-$3.44K	0.1%	57
2020 Q1	$262K	Buy	+1,194	New	+$317K	0.1%	63

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

Rosenblum Silverman Sutton's DIA Position: Q1 2026 in Review

Rosenblum Silverman Sutton increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.9% in Q1 2026, buying an estimated $14.5K and bringing the position to 1,054 shares worth $488K. The position accounts for 0.13% of the portfolio, ranked #61.

Rosenblum Silverman Sutton first reported a position in DIA in Q1 2020 and has held it in 25 quarters since. The position peaked at $492K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Rosenblum Silverman Sutton held 1,054 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $488K as of Q1 2026.
Rosenblum Silverman Sutton bought 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $14.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #61 holding.
Rosenblum Silverman Sutton first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 25 quarters since.
Rosenblum Silverman Sutton's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $492K 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 Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.