U.S. Capital Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

U.S. Capital Wealth 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	$7.04M	Sell	15,209 -1,463	-9%	-$709K	0.18%	139
2025 Q4	$8.01M	Buy	16,672 +168	+1%	+$79.5K	0.21%	123
2025 Q3	$7.65M	Sell	16,504 -785	-5%	-$354K	0.21%	127
2025 Q2	$7.62M	Buy	17,289 +163	+1%	+$67.6K	0.22%	123
2025 Q1	$7.19M	Sell	17,126 -551	-3%	-$238K	0.22%	120
2024 Q4	$7.52M	Sell	17,677 -18,680	-51%	-$8.09M	0.23%	100
2024 Q3	$15.4M	Buy	36,357 +33,336	+1,103%	+$13.5M	0.54%	41
2024 Q2	$1.18M	Sell	3,021 -915	-23%	-$355K	0.04%	325
2024 Q1	$1.57M	Buy	3,936 +590	+18%	+$227K	0.06%	269
2023 Q4	$1.26M	Sell	3,346 -1,275	-28%	-$446K	0.05%	299
2023 Q3	$1.55M	Hold	4,621	–	–	0.07%	244
2023 Q2	$1.59M	Hold	4,621	–	–	0.08%	248
2023 Q1	$1.54M	Sell	4,621 -78	-2%	-$25.9K	0.07%	242
2022 Q4	$1.56M	Sell	4,699 -113	-2%	-$36.7K	0.07%	252
2022 Q3	$1.38M	Hold	4,812	–	–	0.07%	271
2022 Q2	$1.48M	Sell	4,812 -215	-4%	-$70.3K	0.07%	278
2022 Q1	$1.74M	Sell	5,027 -317	-6%	-$110K	0.06%	290
2021 Q4	$1.94M	Sell	5,344 -9	-0.2%	-$3.2K	0.08%	265
2021 Q3	$1.81M	Buy	+5,353	New	+$1.87M	0.08%	267

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

U.S. Capital Wealth Advisors's DIA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.8% in Q1 2026, selling an estimated $709K and leaving 15,209 shares worth $7.04M. The position accounts for 0.18% of the portfolio, ranked #139.

U.S. Capital Wealth Advisors first reported a position in DIA in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.4M in Q3 2024. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

U.S. Capital Wealth Advisors held 15,209 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $7.04M as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,463 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $709K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #139 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15.4M in Q3 2024.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.