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

SOL Capital Management’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	–	Sell	-2,629	Closed	-$1.26M	–	121
2025 Q4	$1.26M	Buy	2,629 +204	+8%	+$96.5K	0.11%	163
2025 Q3	$1.13M	Buy	2,425 +495	+26%	+$223K	0.1%	165
2025 Q2	$850K	Hold	1,930	–	–	0.08%	177
2025 Q1	$810K	Hold	1,930	–	–	0.09%	176
2024 Q4	$821K	Sell	1,930 -50	-3%	-$21.6K	0.09%	173
2024 Q3	$838K	Hold	1,980	–	–	0.09%	180
2024 Q2	$774K	Hold	1,980	–	–	0.09%	180
2024 Q1	$788K	Hold	1,980	–	–	0.1%	184
2023 Q4	$746K	Hold	1,980	–	–	0.1%	180
2023 Q3	$663K	Sell	1,980 -1,455	-42%	-$505K	0.1%	185
2023 Q2	$1.18M	Sell	3,435 -150	-4%	-$50.5K	0.18%	133
2023 Q1	$1.19M	Hold	3,585	–	–	0.2%	131
2022 Q4	$1.19M	Hold	3,585	–	–	0.21%	126
2022 Q3	$1.03M	Sell	3,585 -17	-0.5%	-$5.4K	0.21%	120
2022 Q2	$1.11M	Buy	3,602 +17	+0.5%	+$5.56K	0.22%	121
2022 Q1	$1.24M	Hold	3,585	–	–	0.22%	114
2021 Q4	$1.3M	Hold	3,585	–	–	0.24%	109
2021 Q3	$1.21M	Sell	3,585 -50	-1%	-$17.5K	0.24%	102
2021 Q2	$1.25M	Sell	3,635 -80	-2%	-$27.3K	0.25%	100
2021 Q1	$1.23M	Sell	3,715 -25	-0.7%	-$7.89K	0.26%	97
2020 Q4	$1.14M	Hold	3,740	–	–	0.27%	99
2020 Q3	$1.04M	Hold	3,740	–	–	0.29%	91
2020 Q2	$964K	Sell	3,740 -900	-19%	-$221K	0.27%	93
2020 Q1	$1.02M	Sell	4,640 -15	-0.3%	-$3.98K	0.34%	82
2019 Q4	$1.33M	Sell	4,655 -60	-1%	-$16.5K	0.33%	82
2019 Q3	$1.27M	Sell	4,715 -100	-2%	-$26.7K	0.35%	88
2019 Q2	$1.28M	Sell	4,815 -10	-0.2%	-$2.61K	0.35%	89
2019 Q1	$1.25M	Hold	4,825	–	–	0.35%	85
2018 Q4	$1.13M	Hold	4,825	–	–	0.36%	86
2018 Q3	$1.28M	Hold	4,825	–	–	0.34%	83
2018 Q2	$1.17M	Hold	4,825	–	–	0.33%	83
2018 Q1	$1.17M	Sell	4,825 -1,170	-20%	-$294K	0.33%	87
2017 Q4	$1.48M	Sell	5,995 -480	-7%	-$114K	0.42%	69
2017 Q3	$1.45M	Sell	6,475 -90	-1%	-$19.7K	0.41%	74
2017 Q2	$1.4M	Buy	6,565 +1,150	+21%	+$241K	0.38%	72
2017 Q1	$1.12M	Buy	5,415 +45	+0.8%	+$9.18K	0.32%	84
2016 Q4	$1.06M	Sell	5,370 -35	-0.6%	-$6.6K	0.32%	78
2016 Q3	$988K	Buy	5,405 +35	+0.7%	+$6.43K	0.33%	77
2016 Q2	$961K	Sell	5,370 -260	-5%	-$46.2K	0.32%	72
2016 Q1	$994K	Buy	5,630 +125	+2%	+$20.8K	0.34%	73
2015 Q4	$958K	Hold	5,505	–	–	0.34%	73
2015 Q3	$895K	Buy	5,505 +2,220	+68%	+$379K	0.35%	72
2015 Q2	$578K	Buy	3,285 +10	+0.3%	+$1.8K	0.21%	100
2015 Q1	$582K	Sell	3,275 -100	-3%	-$17.8K	0.21%	98
2014 Q4	$600K	Hold	3,375	–	–	0.23%	95
2014 Q3	$574K	Sell	3,375 -25	-0.7%	-$4.23K	0.24%	90
2014 Q2	$571K	Sell	3,400 -100	-3%	-$16.6K	0.23%	90
2014 Q1	$575K	Hold	3,500	–	–	0.22%	84
2013 Q4	$579K	Sell	3,500 -100	-3%	-$15.7K	0.22%	87
2013 Q3	$544K	Sell	3,600 -600	-14%	-$91.6K	0.23%	90
2013 Q2	$624K	Buy	+4,200	New	+$627K	0.25%	80

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

SOL Capital Management's DIA Position: Q1 2026 in Review

SOL Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 2,629 shares — an estimated $1.26M sold.

SOL Capital Management first reported a position in DIA in Q2 2013 and held it in 51 quarters. The position peaked at $1.48M in Q4 2017. 1,359 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

SOL Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 2,629 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $1.26M.
SOL Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 51 quarters.
SOL Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.48M in Q4 2017.
1,359 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.