Schulhoff & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Schulhoff & Co’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	$303K	Hold	655	–	–	0.12%	114
2025 Q4	$315K	Hold	655	–	–	0.13%	109
2025 Q3	$304K	Hold	655	–	–	0.13%	108
2025 Q2	$289K	Hold	655	–	–	0.13%	112
2025 Q1	$275K	Hold	655	–	–	0.12%	112
2024 Q4	$279K	Sell	655 -25	-4%	-$10.8K	0.1%	107
2024 Q3	$288K	Hold	680	–	–	0.12%	105
2024 Q2	$266K	Hold	680	–	–	0.12%	103
2024 Q1	$270K	Hold	680	–	–	0.12%	102
2023 Q4	$256K	Hold	680	–	–	0.12%	102
2023 Q3	$228K	Hold	680	–	–	0.12%	106
2023 Q2	$234K	Hold	680	–	–	0.11%	105
2023 Q1	$226K	Hold	680	–	–	0.11%	107
2022 Q4	$225K	Sell	680 -35	-5%	-$11.4K	0.1%	106
2022 Q3	$205K	Hold	715	–	–	0.11%	108
2022 Q2	$220K	Hold	715	–	–	0.1%	107
2022 Q1	$247K	Hold	715	–	–	0.1%	105
2021 Q4	$259K	Hold	715	–	–	0.11%	99
2021 Q3	$241K	Hold	715	–	–	0.11%	103
2021 Q2	$246K	Buy	715 +35	+5%	+$11.9K	0.11%	106
2021 Q1	$224K	Hold	680	–	–	0.1%	107
2020 Q4	$207K	Buy	+680	New	+$198K	0.1%	103

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

Schulhoff & Co's DIA Position: Q1 2026 in Review

Schulhoff & Co held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 655 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #114.

Schulhoff & Co first reported a position in DIA in Q4 2020 and has held it in 22 quarters since. The position peaked at $315K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Schulhoff & Co held 655 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $303K as of Q1 2026.
Schulhoff & Co 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 0.12% of Schulhoff & Co's portfolio in Q1 2026, its #114 holding.
Schulhoff & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 22 quarters since.
Schulhoff & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $315K 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 Schulhoff & Co's 13F filing for Q1 2026, filed 11 May 2026.