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SC
Soundwatch Capital’s
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
Stock Holding History
Soundwatch 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
$857K
Hold
1,850
–
–
0.11%
20
2025
Q4
$889K
Hold
1,850
–
–
0.14%
19
2025
Q3
$858K
Sell
1,850
-3
-0.2%
-$1.35K
0.14%
17
2025
Q2
$813K
Buy
1,853
+3
+0.2%
+$1.25K
0.14%
84
2025
Q1
$777K
Hold
1,850
–
–
0.35%
14
2024
Q4
$787K
Hold
1,850
–
–
0.08%
18
2024
Q3
$783K
Buy
1,850
+724
+64%
+$294K
0.12%
18
2024
Q2
$440K
Hold
1,126
–
–
2.42%
11
2024
Q1
$445K
Hold
1,126
–
–
0.09%
12
2023
Q4
$424K
Hold
1,126
–
–
0.2%
22
2023
Q3
$377K
Hold
1,126
–
–
0.08%
20
2023
Q2
$387K
Sell
1,126
-780
-41%
-$263K
0.1%
22
2023
Q1
$634K
Buy
1,906
+780
+69%
+$259K
0.15%
12
2022
Q4
$373K
Hold
1,126
–
–
0.38%
10
2022
Q3
$323K
Hold
1,126
–
–
0.31%
10
2022
Q2
$347K
Hold
1,126
–
–
0.38%
9
2022
Q1
$391K
Hold
1,126
–
–
0.35%
8
2021
Q4
$409K
Hold
1,126
–
–
0.09%
21
2021
Q3
$381K
Hold
1,126
–
–
0.1%
19
2021
Q2
$388K
Hold
1,126
–
–
0.39%
4
2021
Q1
$372K
Hold
1,126
–
–
0.14%
13
2020
Q4
$344K
Buy
+1,126
New
+$328K
0.24%
14
Other funds holding DIA
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B 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
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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