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

Strategic 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	$188K	Buy	361 +54	+18%	+$27K	0.01%	322
2026 Q1	$142K	Buy	+307	New	+$149K	0.01%	338
2024 Q1	–	Sell	-677	Closed	-$255K	–	244
2023 Q4	$255K	Buy	677 +31	+5%	+$10.8K	0.04%	214
2023 Q3	$216K	Buy	646 +57	+10%	+$19.8K	0.04%	222
2023 Q2	$203K	Buy	+589	New	+$198K	0.03%	185
2019 Q2	–	Sell	-817	Closed	-$212K	–	151
2019 Q1	$212K	Sell	817 -654	-44%	-$164K	0.15%	122
2018 Q4	$343K	Buy	+1,471	New	+$367K	0.31%	70

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

Strategic Investment Advisors's DIA Position: Q2 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 18% in Q2 2026, buying an estimated $27K and bringing the position to 361 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #322.

Strategic Investment Advisors first reported a position in DIA in Q4 2018 and has held it in 7 quarters since. The position peaked at $343K in Q4 2018. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Strategic Investment Advisors held 361 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $188K as of Q2 2026.
Strategic Investment Advisors bought 54 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $27K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #322 holding.
Strategic Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 7 quarters since.
Strategic Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $343K in Q4 2018.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.