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

Savant Capital’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 		$3.66M Buy
7,907
+40
+0.5% +$19.4K 0.02% 318
2025
Q4 		$3.78M Buy
7,867
+384
+5% +$182K 0.02% 290
2025
Q3 		$3.47M Sell
7,483
-316
-4% -$142K 0.02% 285
2025
Q2 		$3.44M Buy
7,799
+341
+5% +$142K 0.02% 265
2025
Q1 		$3.13M Buy
7,458
+16
+0.2% +$6.92K 0.03% 251
2024
Q4 		$3.17M Sell
7,442
-521
-7% -$226K 0.02% 314
2024
Q3 		$3.37M Buy
7,963
+1,005
+14% +$408K 0.03% 296
2024
Q2 		$2.72M Buy
6,958
+413
+6% +$160K 0.03% 302
2024
Q1 		$2.6M Sell
6,545
-88
-1% -$33.9K 0.03% 287
2023
Q4 		$2.5M Hold
6,633
– – 0.03% 251
2023
Q3 		$2.22M Buy
6,633
+199
+3% +$69K 0.03% 245
2023
Q2 		$2.21M Buy
6,434
+1,158
+22% +$390K 0.03% 239
2023
Q1 		$1.75M Buy
5,276
+3,770
+250% +$1.25M 0.03% 237
2022
Q4 		$499K Buy
1,506
+41
+3% +$13.3K 0.01% 360
2022
Q3 		$421K Hold
1,465
– – 0.01% 355
2022
Q2 		$451K Hold
1,465
– – 0.01% 359
2022
Q1 		$508K Hold
1,465
– – 0.02% 351
2021
Q4 		$532K Hold
1,465
– – 0.02% 343
2021
Q3 		$495K Hold
1,465
– – 0.02% 334
2021
Q2 		$505K Hold
1,465
– – 0.02% 303
2021
Q1 		$484K Hold
1,465
– – 0.03% 286
2020
Q4 		$448K Hold
1,465
– – 0.03% 282
2020
Q3 		$406K Hold
1,465
– – 0.03% 282
2020
Q2 		$378K Sell
1,465
-900
-38% -$221K 0.03% 289
2020
Q1 		$518K Hold
2,365
– – 0.05% 221
2019
Q4 		$674K Sell
2,365
-250
-10% -$68.9K 0.08% 174
2019
Q3 		$704K Hold
2,615
– – 0.1% 152
2019
Q2 		$695K Buy
+2,615
New +$683K 0.1% 155

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 $377B AUM 19.32% 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

Savant Capital's DIA Position: Q1 2026 in Review

Savant Capital increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.51% in Q1 2026, buying an estimated $19.4K and bringing the position to 7,907 shares worth $3.66M. The position accounts for 0.02% of the portfolio, ranked #318.

Savant Capital first reported a position in DIA in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.78M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Savant Capital held 7,907 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.66M as of Q1 2026.
  • Savant Capital bought 40 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $19.4K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Savant Capital's portfolio in Q1 2026, its #318 holding.
  • Savant Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 28 quarters since.
  • Savant Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.78M 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 Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.