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

Waverly 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 		$3.09M Buy
6,669
+555
+9% +$269K 0.02% 540
2025
Q4 		$2.94M Buy
6,114
+337
+6% +$159K 0.02% 503
2025
Q3 		$2.68M Buy
5,777
+35
+0.6% +$15.8K 0.03% 450
2025
Q2 		$2.53M Buy
5,742
+1
+0% +$415 0.03% 447
2025
Q1 		$2.41M Buy
5,741
+545
+10% +$236K 0.03% 438
2024
Q4 		$2.21M Buy
5,196
+1,245
+32% +$539K 0.03% 364
2024
Q3 		$1.67M Sell
3,951
-140
-3% -$56.9K 0.03% 365
2024
Q2 		$1.6M Buy
4,091
+29
+0.7% +$11.3K 0.03% 354
2024
Q1 		$1.62M Buy
4,062
+310
+8% +$119K 0.04% 292
2023
Q4 		$1.41M Buy
3,752
+902
+32% +$315K 0.05% 185
2023
Q3 		$955K Buy
2,850
+254
+10% +$88.1K 0.04% 203
2023
Q2 		$893K Buy
2,596
+19
+0.7% +$6.39K 0.04% 193
2023
Q1 		$857K Sell
2,577
-214
-8% -$71.1K 0.04% 152
2022
Q4 		$925K Buy
2,791
+214
+8% +$69.6K 0.05% 137
2022
Q3 		$740K Hold
2,577
– – 0.05% 128
2022
Q2 		$793K Buy
2,577
+1,400
+119% +$458K 0.07% 99
2022
Q1 		$408K Hold
1,177
– – 0.03% 135
2021
Q4 		$409K Hold
1,177
– – 0.04% 136
2021
Q3 		$423K Hold
1,177
– – 0.04% 139
2021
Q2 		$418K Hold
1,177
– – 0.04% 128
2021
Q1 		$402K Buy
+1,177
New +$372K 0.04% 116
2020
Q2 		– Sell
-1,425
Closed -$312K – 155
2020
Q1 		$312K Buy
+1,425
New +$379K 0.05% 102
2014
Q2 		– Sell
-10,722
Closed -$1.76M – 726
2014
Q1 		$1.76M Sell
10,722
-2,943
-22% -$475K 0.8% 13
2013
Q4 		$2.26M Buy
13,665
+12,012
+727% +$1.89M 0.8% 13
2013
Q3 		$250K Buy
1,653
+150
+10% +$22.9K 0.13% 82
2013
Q2 		$223K Buy
+1,503
New +$225K 0.13% 87

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Waverly Advisors's DIA Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 9.1% in Q1 2026, buying an estimated $269K and bringing the position to 6,669 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #540.

Waverly Advisors first reported a position in DIA in Q2 2013 and has held it in 26 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Waverly Advisors held 6,669 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.09M as of Q1 2026.
  • Waverly Advisors bought 555 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $269K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #540 holding.
  • Waverly Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 26 quarters since.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

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