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

Trifecta Capital 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 Q1	$167K	Hold	360	–	–	0.03%	119
2025 Q4	$173K	Hold	360	–	–	0.03%	115
2025 Q3	$167K	Sell	360 -50	-12%	-$22.5K	0.03%	119
2025 Q2	$181K	Hold	410	–	–	0.03%	106
2025 Q1	$172K	Hold	410	–	–	0.04%	82
2024 Q4	$174K	Sell	410 -7	-2%	-$3.03K	0.03%	88
2024 Q3	$176K	Hold	417	–	–	0.04%	83
2024 Q2	$163K	Hold	417	–	–	0.04%	84
2024 Q1	$166K	Hold	417	–	–	0.04%	84
2023 Q4	$157K	Hold	417	–	–	0.04%	88
2023 Q3	$140K	Hold	417	–	–	0.04%	91
2023 Q2	$143K	Hold	417	–	–	0.05%	94
2023 Q1	$139K	Hold	417	–	–	0.05%	96
2022 Q4	$138K	Buy	+417	New	+$136K	0.06%	98

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

Trifecta Capital Advisors's DIA Position: Q1 2026 in Review

Trifecta Capital Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 360 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #119.

Trifecta Capital Advisors first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $181K in Q2 2025. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Trifecta Capital Advisors held 360 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $167K as of Q1 2026.
Trifecta Capital Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Trifecta Capital Advisors's portfolio in Q1 2026, its #119 holding.
Trifecta Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $181K in Q2 2025.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.