St. Clair Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

St. Clair 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	$3.07M	Hold	5,869	–	–	0.79%	25
2026 Q1	$2.72M	Hold	5,869	–	–	0.72%	31
2025 Q4	$2.82M	Hold	5,869	–	–	0.73%	27
2025 Q3	$2.72M	Hold	5,869	–	–	0.72%	27
2025 Q2	$2.59M	Hold	5,869	–	–	0.68%	28
2025 Q1	$2.46M	Hold	5,869	–	–	0.69%	28
2024 Q4	$2.5M	Sell	5,869 -82	-1%	-$35.5K	0.72%	27
2024 Q3	$2.52M	Hold	5,951	–	–	0.72%	25
2024 Q2	$2.33M	Hold	5,951	–	–	0.74%	25
2024 Q1	$2.37M	Hold	5,951	–	–	0.77%	24
2023 Q4	$2.24M	Hold	5,951	–	–	0.77%	24
2023 Q3	$1.99M	Hold	5,951	–	–	0.79%	24
2023 Q2	$2.05M	Hold	5,951	–	–	0.8%	21
2023 Q1	$1.98M	Hold	5,951	–	–	0.86%	20
2022 Q4	$1.97M	Hold	5,951	–	–	1.24%	14
2022 Q3	$1.71M	Hold	5,951	–	–	1.37%	13
2022 Q2	$1.83M	Hold	5,951	–	–	1.48%	13
2022 Q1	$2.06M	Hold	5,951	–	–	1.4%	13
2021 Q4	$2.16M	Sell	5,951 -170	-3%	-$60.4K	1.24%	16
2021 Q3	$2.07M	Hold	6,121	–	–	1.43%	13
2021 Q2	$2.11M	Sell	6,121 -1,464	-19%	-$500K	1.58%	12
2021 Q1	$2.5M	Hold	7,585	–	–	2%	11
2020 Q4	$2.32M	Buy	+7,585	New	+$2.21M	2.19%	8

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

St. Clair Advisors's DIA Position: Q2 2026 in Review

St. Clair Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 5,869 shares worth $3.07M. The position accounts for 0.79% of the portfolio, ranked #25.

St. Clair Advisors first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

St. Clair Advisors held 5,869 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.07M as of Q2 2026.
St. Clair Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.79% of St. Clair Advisors's portfolio in Q2 2026, its #25 holding.
St. Clair Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.