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

Accelerate 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	$295K	Buy	565 +1	+0.2%	+$499	0.17%	102
2026 Q1	$261K	Sell	564 -165	-23%	-$79.9K	0.17%	98
2025 Q4	$350K	Buy	729 +3	+0.4%	+$1.42K	0.24%	64
2025 Q3	$337K	Hold	726	–	–	0.23%	66
2025 Q2	$320K	Buy	726 +100	+16%	+$41.5K	0.24%	68
2025 Q1	$263K	Hold	626	–	–	0.22%	76
2024 Q4	$266K	Buy	+626	New	+$271K	0.23%	67

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

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

Accelerate Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.18% in Q2 2026, buying an estimated $499 and bringing the position to 565 shares worth $295K. The position accounts for 0.17% of the portfolio, ranked #102.

Accelerate Investment Advisors first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q4 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Accelerate Investment Advisors held 565 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $295K as of Q2 2026.
Accelerate Investment Advisors bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of Accelerate Investment Advisors's portfolio in Q2 2026, its #102 holding.
Accelerate Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $350K 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 Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.