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

World Investment 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 Q2	$5.63M	Sell	12,043 -687	-5%	-$343K	0.09%	233
2026 Q1	$5.9M	Sell	12,730 -73	-0.6%	-$35.4K	0.1%	230
2025 Q4	$6.15M	Buy	12,803 +1,253	+11%	+$593K	0.1%	228
2025 Q3	$5.36M	Buy	11,550 +34	+0.3%	+$15.3K	0.11%	207
2025 Q2	$5.08M	Buy	11,516 +2,236	+24%	+$928K	0.12%	207
2025 Q1	$3.9M	Buy	9,280 +2,138	+30%	+$925K	0.1%	236
2024 Q4	$3.04M	Buy	7,142 +136	+2%	+$58.9K	0.08%	266
2024 Q3	$2.96M	Sell	7,006 -433	-6%	-$176K	0.09%	237
2024 Q2	$2.91M	Buy	7,439 +3,619	+95%	+$1.4M	0.18%	117
2024 Q1	$2.24M	Sell	3,820 -3,657	-49%	-$1.41M	0.32%	76
2023 Q4	$2.82M	Buy	7,477 +4,813	+181%	+$1.68M	0.37%	61
2023 Q3	$895K	Hold	2,664	–	–	0.18%	101
2023 Q2	$918K	Hold	2,664	–	–	0.18%	93
2023 Q1	$888K	Buy	2,664 +92	+4%	+$30.6K	0.19%	92
2022 Q4	$854K	Buy	2,572 +71	+3%	+$23.1K	0.2%	85
2022 Q3	$721K	Sell	2,501 -118	-5%	-$37.5K	0.17%	101
2022 Q2	$860K	Buy	2,619 +913	+54%	+$299K	0.18%	93
2022 Q1	$593K	Buy	1,706 +36	+2%	+$12.5K	0.12%	128
2021 Q4	$589K	Sell	1,670 -157	-9%	-$55.8K	0.12%	128
2021 Q3	$619K	Buy	1,827 +328	+22%	+$115K	0.14%	110
2021 Q2	$518K	Sell	1,499 -228	-13%	-$77.8K	0.12%	123
2021 Q1	$588K	Sell	1,727 -6	-0.3%	-$1.89K	0.14%	104
2020 Q4	$546K	Sell	1,733 -97	-5%	-$28.2K	0.14%	115
2020 Q3	$509K	Buy	1,830 +17	+0.9%	+$4.64K	0.17%	86
2020 Q2	$508K	Sell	1,813 -1,123	-38%	-$276K	0.18%	84
2020 Q1	$645K	Buy	2,936 +491	+20%	+$130K	0.3%	52
2019 Q4	$699K	Buy	2,445 +45	+2%	+$12.4K	0.27%	54
2019 Q3	$648K	Buy	2,400 +388	+19%	+$104K	0.28%	53
2019 Q2	$533K	Buy	+2,012	New	+$525K	0.24%	59

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 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

World Investment Advisors's DIA Position: Q2 2026 in Review

World Investment Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.4% in Q2 2026, selling an estimated $343K and leaving 12,043 shares worth $5.63M. The position accounts for 0.09% of the portfolio, ranked #233.

World Investment Advisors first reported a position in DIA in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.15M in Q4 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

World Investment Advisors held 12,043 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.63M as of Q2 2026.
World Investment Advisors sold 687 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $343K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #233 holding.
World Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 29 quarters since.
World Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.15M in Q4 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.