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Wealth Quarterback’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wealth Quarterback’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 		$972K Sell
2,098
-167
-7% -$80.9K 0.38% 55
2025
Q4 		$1.09M Sell
2,265
-17,436
-89% -$8.25M 0.39% 46
2025
Q3 		$9.14M Buy
19,701
+570
+3% +$257K 3.53% 6
2025
Q2 		$8.43M Sell
19,131
-10,384
-35% -$4.31M 4% 4
2025
Q1 		$12.4M Sell
29,515
-7,321
-20% -$3.17M 6.97% 3
2024
Q4 		$15.7M Buy
36,836
+14,907
+68% +$6.45M 7.36% 2
2024
Q3 		$9.28M Buy
21,929
+544
+3% +$221K 4.83% 3
2024
Q2 		$8.36M Buy
21,385
+2,227
+12% +$865K 4.74% 4
2024
Q1 		$7.62M Buy
19,158
+931
+5% +$359K 4.26% 6
2023
Q4 		$6.87M Buy
18,227
+1,358
+8% +$475K 4.19% 3
2023
Q3 		$5.65M Sell
16,869
-14,222
-46% -$4.93M 4.89% 4
2023
Q2 		$10.7M Buy
31,091
+15,378
+98% +$5.18M 7.41% 2
2023
Q1 		$5.23M Buy
15,713
+175
+1% +$58.1K 4.44% 4
2022
Q4 		$5.15M Buy
15,538
+14,099
+980% +$4.58M 4.27% 4
2022
Q3 		$414K Sell
1,439
-394
-21% -$125K 0.44% 57
2022
Q2 		$564K Buy
+1,833
New +$599K 0.44% 48
2021
Q3 		$410K Buy
61,762
+53,200
+621% +$18.6M 0.27% 74
2021
Q2 		$2.95M Buy
+8,562
New +$2.92M 1.8% 11
2020
Q4 		$1.27M Buy
+4,157
New +$1.21M 1.06% 22

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

Wealth Quarterback's DIA Position: Q1 2026 in Review

Wealth Quarterback reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.4% in Q1 2026, selling an estimated $80.9K and leaving 2,098 shares worth $972K. The position accounts for 0.38% of the portfolio, ranked #55.

Wealth Quarterback first reported a position in DIA in Q4 2020 and has held it in 19 quarters since. The position peaked at $15.7M in Q4 2024. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Wealth Quarterback held 2,098 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $972K as of Q1 2026.
  • Wealth Quarterback sold 167 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $80.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.38% of Wealth Quarterback's portfolio in Q1 2026, its #55 holding.
  • Wealth Quarterback first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 19 quarters since.
  • Wealth Quarterback's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15.7M in Q4 2024.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.