Savvy Advisors Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Savvy Advisors Inc’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	$388K	Sell	837 -96	-10%	-$46.5K	0.01%	758
2025 Q4	$449K	Buy	+933	New	+$441K	0.01%	608

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

Savvy Advisors Inc's DIA Position: Q1 2026 in Review

Savvy Advisors Inc reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 10% in Q1 2026, selling an estimated $46.5K and leaving 837 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #758.

Savvy Advisors Inc first reported a position in DIA in Q4 2025 and has held it in 2 quarters since. The position peaked at $449K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Savvy Advisors Inc held 837 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $388K as of Q1 2026.
Savvy Advisors Inc sold 96 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $46.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #758 holding.
Savvy Advisors Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 2 quarters since.
Savvy Advisors Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $449K 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.