Signature Estate & Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Signature Estate & Investment Advisors’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 Q2	$630K	Sell	1,206 -96	-7%	-$47.9K	0.01%	386
2026 Q1	$603K	Sell	1,302 -254	-16%	-$123K	0.01%	381
2025 Q4	$748K	Buy	1,556 +83	+6%	+$39.3K	0.02%	305
2025 Q3	$683K	Sell	1,473 -16	-1%	-$7.21K	0.01%	322
2025 Q2	$656K	Hold	1,489	–	–	0.02%	304
2025 Q1	$625K	Sell	1,489 -359	-19%	-$155K	0.02%	295
2024 Q4	$786K	Buy	1,848 +381	+26%	+$165K	0.02%	258
2024 Q3	$621K	Hold	1,467	–	–	0.01%	283
2024 Q2	$574K	Buy	1,467 +665	+83%	+$258K	0.01%	280
2024 Q1	$319K	Buy	802 +114	+17%	+$43.9K	0.01%	136
2023 Q4	$260K	Buy	688 +82	+14%	+$28.7K	0.01%	155
2023 Q3	$203K	Sell	606 -7	-1%	-$2.43K	0.01%	167
2023 Q2	$211K	Buy	613 +7	+1%	+$2.36K	0.01%	167
2023 Q1	$202K	Sell	606 -467	-44%	-$155K	0.01%	172
2022 Q4	$356K	Buy	+1,073	New	+$349K	0.01%	140
2022 Q2	–	Sell	-664	Closed	-$230K	–	174
2022 Q1	$230K	Buy	664 +51	+8%	+$17.7K	0.01%	153
2021 Q4	$223K	Sell	613 -1	-0.2%	-$355	0.01%	156
2021 Q3	$208K	Buy	614 +8	+1%	+$2.79K	0.01%	158
2021 Q2	$209K	Buy	+606	New	+$207K	0.01%	157
2016 Q3	–	Sell	-590	Closed	-$106K	–	162
2016 Q2	$106K	Buy	+590	New	+$105K	0.02%	159

Other funds holding DIA

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Signature Estate & Investment Advisors's DIA Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.4% in Q2 2026, selling an estimated $47.9K and leaving 1,206 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #386.

Signature Estate & Investment Advisors first reported a position in DIA in Q2 2016 and has held it in 20 quarters since. The position peaked at $786K in Q4 2024. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Signature Estate & Investment Advisors held 1,206 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $630K as of Q2 2026.
Signature Estate & Investment Advisors sold 96 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $47.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #386 holding.
Signature Estate & Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and has held it in 20 quarters since.
Signature Estate & Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $786K in Q4 2024.
984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.