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

Sierra 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	$442K	Hold	955	–	–	0.05%	174
2025 Q4	$459K	Hold	955	–	–	0.05%	161
2025 Q3	$443K	Hold	955	–	–	0.05%	173
2025 Q2	$421K	Hold	955	–	–	0.05%	171
2025 Q1	$401K	Hold	955	–	–	0.05%	162
2024 Q4	$406K	Hold	955	–	–	0.05%	162
2024 Q3	$404K	Hold	955	–	–	0.05%	167
2024 Q2	$374K	Hold	955	–	–	0.05%	160
2024 Q1	$380K	Hold	955	–	–	0.05%	160
2023 Q4	$360K	Hold	955	–	–	0.05%	151
2023 Q3	$320K	Hold	955	–	–	0.05%	155
2023 Q2	$328K	Hold	955	–	–	0.05%	151
2023 Q1	$318K	Hold	955	–	–	0.05%	155
2022 Q4	$316K	Hold	955	–	–	0.05%	154
2022 Q3	$274K	Hold	955	–	–	0.05%	155
2022 Q2	$294K	Hold	955	–	–	0.05%	159
2022 Q1	$331K	Hold	955	–	–	0.05%	164
2021 Q4	$347K	Hold	955	–	–	0.05%	167
2021 Q3	$342K	Sell	955 -138	-13%	-$48.2K	0.06%	151
2021 Q2	$377K	Hold	1,093	–	–	0.07%	136
2021 Q1	$361K	Buy	+1,093	New	+$345K	0.07%	137

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

Sierra Capital's DIA Position: Q1 2026 in Review

Sierra Capital held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 955 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #174.

Sierra Capital first reported a position in DIA in Q1 2021 and has held it in 21 quarters since. The position peaked at $459K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Sierra Capital held 955 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $442K as of Q1 2026.
Sierra Capital 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 0.05% of Sierra Capital's portfolio in Q1 2026, its #174 holding.
Sierra Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 21 quarters since.
Sierra Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $459K 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 Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.