Spectrum Planning & Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Spectrum Planning & Advisory Services’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	-881	Closed	-$423K	–	116
2025 Q4	$423K	Buy	881 +79	+10%	+$37.4K	0.22%	70
2025 Q3	$372K	Buy	802 +53	+7%	+$23.9K	0.21%	74
2025 Q2	$330K	Buy	+749	New	+$311K	0.21%	75

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

Spectrum Planning & Advisory Services's DIA Position: Q1 2026 in Review

Spectrum Planning & Advisory Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 881 shares — an estimated $423K sold.

Spectrum Planning & Advisory Services first reported a position in DIA in Q2 2025 and held it in 3 quarters. The position peaked at $423K in Q4 2025. 1,359 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Spectrum Planning & Advisory Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 881 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $423K.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and held it in 3 quarters.
Spectrum Planning & Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $423K in Q4 2025.
1,359 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.