WNY Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

WNY Asset Management’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	$388K	Buy	+837	New	+$405K	0.04%	177
2025 Q3	$386K	Hold	833	–	–	0.04%	167
2025 Q2	$367K	Hold	833	–	–	0.04%	164
2025 Q1	$350K	Hold	833	–	–	0.04%	170
2024 Q4	$354K	Sell	833 -84	-9%	-$36.4K	0.04%	153
2024 Q3	$388K	Hold	917	–	–	0.05%	167
2024 Q2	$359K	Buy	917 +4	+0.4%	+$1.55K	0.05%	172
2024 Q1	$363K	Hold	913	–	–	0.06%	170
2023 Q4	$344K	Sell	913 -99	-10%	-$34.6K	0.06%	171
2023 Q3	$339K	Hold	1,012	–	–	0.07%	164
2023 Q2	$348K	Sell	1,012 -77	-7%	-$25.9K	0.07%	150
2023 Q1	$362K	Sell	1,089 -676	-38%	-$225K	0.09%	144
2022 Q4	$585K	Buy	+1,765	New	+$574K	0.16%	97

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

WNY Asset Management's DIA Position: Q1 2026 in Review

WNY Asset Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 837 shares worth $388K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in DIA as recently as Q3 2025.

WNY Asset Management first reported a position in DIA in Q4 2022 and has held it in 13 quarters since. The position peaked at $585K in Q4 2022. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

WNY Asset Management held 837 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $388K as of Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new WNY Asset Management position in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of WNY Asset Management's portfolio in Q1 2026, its #177 holding.
WNY Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 13 quarters since.
WNY Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $585K in Q4 2022.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.