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

United Capital Financial 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	$3.79M	Buy	8,185 +34	+0.4%	+$16.5K	0.02%	419
2025 Q4	$3.92M	Buy	8,151 +5,354	+191%	+$2.53M	0.02%	392
2025 Q3	$1.3M	Sell	2,797 -6	-0.2%	-$2.7K	0.01%	571
2025 Q2	$1.24M	Sell	2,803 -51	-2%	-$21.2K	0.01%	535
2025 Q1	$1.2M	Buy	2,854 +1,298	+83%	+$561K	0.01%	532
2024 Q4	$662K	Sell	1,556 -514	-25%	-$222K	0.01%	657
2024 Q3	$876K	Buy	2,070 +1	+0%	+$406	0.01%	574
2024 Q2	$809K	Sell	2,069 -46	-2%	-$17.9K	0.01%	579
2024 Q1	$841K	Sell	2,115 -373	-15%	-$144K	0.01%	602
2023 Q4	$938K	Sell	2,488 -1,522	-38%	-$532K	0.01%	573
2023 Q3	$1.34M	Buy	4,010 +112	+3%	+$38.8K	0.01%	468
2023 Q2	$1.34M	Sell	3,898 -694	-15%	-$234K	0.01%	493
2023 Q1	$1.53M	Sell	4,592 -911	-17%	-$303K	0.01%	494
2022 Q4	$1.82M	Sell	5,503 -196	-3%	-$63.7K	0.01%	499
2022 Q3	$1.64M	Buy	5,699 +1,323	+30%	+$421K	0.01%	509
2022 Q2	$1.35M	Sell	4,376 -148	-3%	-$48.4K	0.01%	569
2022 Q1	$1.57M	Sell	4,524 -3,689	-45%	-$1.28M	0.01%	568
2021 Q4	$2.98M	Sell	8,213 -115	-1%	-$40.9K	0.01%	462
2021 Q3	$2.82M	Sell	8,328 -217	-3%	-$75.8K	0.01%	469
2021 Q2	$2.95M	Sell	8,545 -2,704	-24%	-$923K	0.01%	471
2021 Q1	$3.71M	Buy	11,249 +1,060	+10%	+$335K	0.02%	403
2020 Q4	$3.12M	Sell	10,189 -3,316	-25%	-$965K	0.02%	424
2020 Q3	$3.75M	Sell	13,505 -100	-0.7%	-$27.3K	0.02%	385
2020 Q2	$3.51M	Sell	13,605 -311	-2%	-$76.5K	0.03%	420
2020 Q1	$3.05M	Sell	13,916 -841	-6%	-$223K	0.03%	413
2019 Q4	$4.21M	Sell	14,757 -1,397	-9%	-$385K	0.03%	451
2019 Q3	$4.35M	Sell	16,154 -1,434	-8%	-$383K	0.03%	437
2019 Q2	$4.68M	Buy	17,588 +3,685	+27%	+$962K	0.03%	436
2019 Q1	$3.6M	Sell	13,903 -2,322	-14%	-$584K	0.03%	469
2018 Q4	$3.78M	Sell	16,225 -8,119	-33%	-$2.03M	0.03%	427
2018 Q3	$6.44M	Sell	24,344 -174,138	-88%	-$44.6M	0.05%	388
2018 Q2	$48.2M	Sell	198,482 -19,366	-9%	-$4.75M	0.36%	56
2018 Q1	$52.6M	Sell	217,848 -22,115	-9%	-$5.56M	0.4%	50
2017 Q4	$59.5M	Sell	239,963 -17,051	-7%	-$4.04M	0.47%	39
2017 Q3	$57.5M	Sell	257,014 -16,472	-6%	-$3.6M	0.49%	35
2017 Q2	$58.3M	Sell	273,486 -5,163	-2%	-$1.08M	0.52%	31
2017 Q1	$57.5M	Sell	278,649 -4,832	-2%	-$985K	0.54%	32
2016 Q4	$56M	Buy	283,481 +221,183	+355%	+$41.7M	0.54%	29
2016 Q3	$11.4M	Sell	62,298 -243	-0.4%	-$44.6K	0.11%	216
2016 Q2	$11.2M	Buy	62,541 +58,371	+1,400%	+$10.4M	0.11%	205
2016 Q1	$737K	Sell	4,170 -40,946	-91%	-$6.82M	0.01%	779
2015 Q4	$7.85M	Sell	45,116 -11,641	-21%	-$2.03M	0.09%	251
2015 Q3	$9.23M	Buy	56,757 +18,103	+47%	+$3.09M	0.11%	205
2015 Q2	$6.8M	Sell	38,654 -34,725	-47%	-$6.25M	0.08%	285
2015 Q1	$13.1M	Sell	73,379 -26,744	-27%	-$4.76M	0.16%	153
2014 Q4	$17.8M	Buy	100,123 +564	+0.6%	+$97.7K	0.27%	95
2014 Q3	$16.9M	Buy	99,559 +11,479	+13%	+$1.94M	0.29%	90
2014 Q2	$14.8M	Buy	88,080 +56,819	+182%	+$9.42M	0.27%	97
2014 Q1	$5.13M	Buy	31,261 +26,940	+623%	+$4.35M	0.11%	207
2013 Q4	$715K	Sell	4,321 -922	-18%	-$145K	0.02%	382
2013 Q3	$792K	Buy	5,243 +850	+19%	+$130K	0.03%	371
2013 Q2	$653K	Buy	+4,393	New	+$656K	0.02%	466

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

United Capital Financial Advisors's DIA Position: Q1 2026 in Review

United Capital Financial Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.42% in Q1 2026, buying an estimated $16.5K and bringing the position to 8,185 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #419.

United Capital Financial Advisors first reported a position in DIA in Q2 2013 and has held it in 52 quarters since. The position peaked at $59.5M in Q4 2017. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

United Capital Financial Advisors held 8,185 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.79M as of Q1 2026.
United Capital Financial Advisors bought 34 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $16.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #419 holding.
United Capital Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $59.5M in Q4 2017.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.