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

SageView 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	–	Sell	-414	Closed	-$199K	–	1059
2025 Q4	$199K	Buy	+414	New	+$196K	0.01%	606
2024 Q2	–	Sell	-3,041	Closed	-$218K	–	578
2024 Q1	$218K	Buy	3,041 +1,868	+159%	+$720K	0.01%	493
2023 Q4	$451K	Sell	1,173 -19	-2%	-$6.64K	0.02%	411
2023 Q3	$399K	Sell	1,192 -34	-3%	-$11.8K	0.02%	363
2023 Q2	$422K	Buy	1,226 +214	+21%	+$72K	0.02%	374
2023 Q1	$337K	Buy	1,012 +151	+18%	+$50.2K	0.02%	367
2022 Q4	$285K	Buy	+861	New	+$280K	0.02%	331

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SageView Advisory Group's DIA Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 414 shares — an estimated $199K sold.

SageView Advisory Group first reported a position in DIA in Q4 2022 and held it in 7 quarters. The position peaked at $451K in Q4 2023. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 414 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $199K.
SageView Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 7 quarters.
SageView Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $451K in Q4 2023.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.